JWM
JPM.PRD.CL
Jacobus Wealth Management’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,770
| Closed | -$136K | – | 316 |
|
|
2015
Q2 | $136K | Hold |
5,770
| – | – | 0.03% | 264 |
|
|
2015
Q1 | $143K | Sell |
5,770
-1,230
| -18% | -$30.5K | 0.04% | 251 |
|
|
2014
Q4 | $168K | Hold |
7,000
| – | – | 0.04% | 222 |
|
|
2014
Q3 | $160K | Hold |
7,000
| – | – | 0.04% | 229 |
|
|
2014
Q2 | $160K | Buy |
+7,000
| New | +$160K | 0.04% | 243 |
|
|
2014
Q1 | – | Sell |
-7,000
| Closed | -$144K | – | 327 |
|
|
2013
Q4 | $144K | Hold |
7,000
| – | – | 0.04% | 248 |
|
|
2013
Q3 | $151K | Buy |
+7,000
| New | +$151K | 0.05% | 199 |
|