J.P. Morgan Private Wealth Advisors’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-70,000
| Closed | -$5.09M | – | 1647 |
|
|
2018
Q3 | $5.09M | Buy |
+70,000
| New | +$5.09M | 0.02% | 424 |
|
|
2018
Q1 | – | Sell |
-70,230
| Closed | -$4.67M | – | 1407 |
|
|
2017
Q4 | $4.67M | Sell |
70,230
-200
| -0.3% | -$13.3K | 0.03% | 338 |
|
|
2017
Q3 | $3.81M | Hold |
70,430
| – | – | 0.03% | 358 |
|
|
2017
Q2 | $3.54M | Sell |
70,430
-100
| -0.1% | -$5.03K | 0.03% | 357 |
|
|
2017
Q1 | $3.27M | Buy |
70,530
+300
| +0.4% | +$13.9K | 0.03% | 377 |
|
|
2016
Q4 | $3.11M | Buy |
+70,230
| New | +$3.11M | 0.03% | 358 |
|
|
2016
Q3 | – | Sell |
-90,230
| Closed | -$1.83M | – | 1298 |
|
|
2016
Q2 | $1.83M | Buy |
+90,230
| New | +$1.83M | 0.02% | 459 |
|
|
2016
Q1 | – | Sell |
-91,000
| Closed | -$2.16M | – | 1328 |
|
|
2015
Q4 | $2.16M | Buy |
+91,000
| New | +$2.16M | 0.02% | 356 |
|
|
2015
Q3 | – | Sell |
-203,000
| Closed | -$5.02M | – | 1184 |
|
|
2015
Q2 | $5.02M | Buy |
203,000
+106,000
| +109% | +$2.62M | 0.06% | 244 |
|
|
2015
Q1 | $2.14M | Buy |
+97,000
| New | +$2.14M | 0.02% | 365 |
|
|
2014
Q2 | – | Sell |
-91,000
| Closed | -$1.84M | – | 939 |
|
|
2014
Q1 | $1.84M | Buy |
91,000
+1,000
| +1% | +$20.2K | 0.03% | 297 |
|
|
2013
Q4 | $1.75M | Buy |
+90,000
| New | +$1.75M | 0.04% | 268 |
|