J.P. Morgan Private Wealth Advisors’s CVB Financial CVBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-24,235
Closed -$535K 1255
2017
Q1
$535K Sell
24,235
-60
-0.2% -$1.33K ﹤0.01% 823
2016
Q4
$557K Sell
24,295
-2,490
-9% -$57.1K ﹤0.01% 765
2016
Q3
$471K Hold
26,785
﹤0.01% 807
2016
Q2
$439K Sell
26,785
-668
-2% -$10.9K ﹤0.01% 828
2016
Q1
$479K Sell
27,453
-13,036
-32% -$227K ﹤0.01% 770
2015
Q4
$684K Sell
40,489
-11,944
-23% -$202K 0.01% 610
2015
Q3
$876K Sell
52,433
-1,211
-2% -$20.2K 0.01% 503
2015
Q2
$944K Buy
53,644
+34
+0.1% +$598 0.01% 515
2015
Q1
$854K Buy
53,610
+1,871
+4% +$29.8K 0.01% 568
2014
Q4
$829K Buy
51,739
+469
+0.9% +$7.52K 0.01% 576
2014
Q3
$735K Buy
51,270
+145
+0.3% +$2.08K 0.01% 593
2014
Q2
$820K Buy
51,125
+3,157
+7% +$50.6K 0.01% 451
2014
Q1
$762K Buy
47,968
+21,970
+85% +$349K 0.01% 458
2013
Q4
$444K Buy
25,998
+377
+1% +$6.44K 0.01% 472
2013
Q3
$346K Buy
25,621
+240
+0.9% +$3.24K 0.01% 491
2013
Q2
$298K Buy
+25,381
New +$298K 0.01% 495