JP Morgan Private Wealth Advisors’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-70,000
| Closed | -$5.09M | – | 1657 |
|
|
2018
Q3 | $5.09M | Buy |
+70,000
| New | +$5.14M | 0.02% | 424 |
|
|
2018
Q1 | – | Sell |
-70,230
| Closed | -$4.67M | – | 1419 |
|
|
2017
Q4 | $4.67M | Sell |
70,230
-200
| -0.3% | -$12K | 0.03% | 338 |
|
|
2017
Q3 | $3.81M | Hold |
70,430
| – | – | 0.03% | 358 |
|
|
2017
Q2 | $3.54M | Sell |
70,430
-100
| -0.1% | -$4.51K | 0.03% | 357 |
|
|
2017
Q1 | $3.27M | Buy |
70,530
+300
| +0.4% | +$14K | 0.03% | 377 |
|
|
2016
Q4 | $3.11M | Buy |
+70,230
| New | +$2.43M | 0.03% | 358 |
|
|
2016
Q3 | – | Sell |
-90,230
| Closed | -$1.83M | – | 1298 |
|
|
2016
Q2 | $1.83M | Buy |
+90,230
| New | +$1.88M | 0.02% | 459 |
|
|
2016
Q1 | – | Sell |
-91,000
| Closed | -$2.16M | – | 1328 |
|
|
2015
Q4 | $2.16M | Buy |
+91,000
| New | +$2.11M | 0.02% | 356 |
|
|
2015
Q3 | – | Sell |
-203,000
| Closed | -$5.02M | – | 1184 |
|
|
2015
Q2 | $5.02M | Buy |
203,000
+106,000
| +109% | +$2.58M | 0.06% | 244 |
|
|
2015
Q1 | $2.13M | Buy |
+97,000
| New | +$1.87M | 0.02% | 365 |
|
|
2014
Q2 | – | Sell |
-91,000
| Closed | -$1.84M | – | 939 |
|
|
2014
Q1 | $1.84M | Buy |
91,000
+1,000
| +1% | +$18.8K | 0.03% | 297 |
|
|
2013
Q4 | $1.75M | Buy |
+90,000
| New | +$1.57M | 0.04% | 268 |
|
JP Morgan Private Wealth Advisors's JPM.WS Position: Q4 2018 in Review
JP Morgan Private Wealth Advisors sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 70,000 shares — an estimated $5.09M sold.
JP Morgan Private Wealth Advisors first reported a position in JPM.WS in Q4 2013 and held it in 12 quarters. The position peaked at $5.09M in Q3 2018. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.
- JP Morgan Private Wealth Advisors reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 70,000 JPMorgan Chase shares in Q4 2018, an estimated $5.09M.
- JP Morgan Private Wealth Advisors first reported a position in JPMorgan Chase in Q4 2013 and held it in 12 quarters.
- JP Morgan Private Wealth Advisors's JPMorgan Chase position peaked at $5.09M in Q3 2018.
- 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.