JWM
Jacobus Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $18.6M | Buy |
194,771
+595
| +0.3% | +$56.8K | 4.87% | 2 |
|
|
2017
Q2 | $17.7M | Sell |
194,176
-22,303
| -10% | -$2.04M | 4.79% | 2 |
|
|
2017
Q1 | $19M | Buy |
216,479
+180
| +0.1% | +$15.8K | 5.33% | 1 |
|
|
2016
Q4 | $18.7M | Buy |
216,299
+388
| +0.2% | +$33.5K | 5.46% | 1 |
|
|
2016
Q3 | $14.4M | Buy |
215,911
+2,116
| +1% | +$141K | 4.19% | 2 |
|
|
2016
Q2 | $13.3M | Sell |
213,795
-10,921
| -5% | -$679K | 4.05% | 2 |
|
|
2016
Q1 | $13.3M | Sell |
224,716
-255
| -0.1% | -$15.1K | 3.89% | 2 |
|
|
2015
Q4 | $14.9M | Buy |
224,971
+1,746
| +0.8% | +$115K | 4.26% | 2 |
|
|
2015
Q3 | $13.6M | Buy |
223,225
+128
| +0.1% | +$7.8K | 3.97% | 2 |
|
|
2015
Q2 | $15.1M | Buy |
223,097
+819
| +0.4% | +$55.5K | 3.75% | 2 |
|
|
2015
Q1 | $13.5M | Sell |
222,278
-605
| -0.3% | -$36.7K | 3.48% | 3 |
|
|
2014
Q4 | $13.9M | Sell |
222,883
-1,362
| -0.6% | -$85.2K | 3.62% | 3 |
|
|
2014
Q3 | $13.5M | Buy |
224,245
+500
| +0.2% | +$30.1K | 3.72% | 2 |
|
|
2014
Q2 | $12.9M | Buy |
223,745
+1,400
| +0.6% | +$80.7K | 3.3% | 3 |
|
|
2014
Q1 | $13.5M | Sell |
222,345
-2,551
| -1% | -$155K | 3.28% | 5 |
|
|
2013
Q4 | $13.2M | Buy |
224,896
+5,293
| +2% | +$310K | 3.82% | 2 |
|
|
2013
Q3 | $11.4M | Hold |
219,603
| – | – | 3.97% | 4 |
|
|
2013
Q2 | $11.6M | Buy |
+219,603
| New | +$11.6M | 4.24% | 3 |
|