Intellectus Partners’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-2,166
Closed -$55K 736
2017
Q3
$55K Hold
2,166
0.02% 370
2017
Q2
$56K Sell
2,166
-152
-7% -$3.93K 0.03% 352
2017
Q1
$59K Buy
2,318
+77
+3% +$1.96K 0.03% 307
2016
Q4
$55K Buy
+2,241
New +$55K 0.03% 303