Integrated Wealth Management’s JPMorgan Chase JPM Stock Holding History

Integrated Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$4.17M	Buy
2016 Q4	$4.01M	Sell
2016 Q3	$3.1M	Sell
2016 Q2	$2.95M	Sell
2016 Q1	$2.85M	Sell
2015 Q4	$3.28M	Sell
2015 Q3	$3.03M	Sell
2015 Q2	$3.56M	Sell
2015 Q1	$3.25M	Buy