KA
Kaizen Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $884K | Buy |
9,057
+676
| +8% | +$66K | 0.61% | 21 |
|
|
2018
Q3 | $946K | Hold |
8,381
| – | – | 0.49% | 90 |
|
|
2018
Q2 | $873K | Buy |
8,381
+5,019
| +149% | +$523K | 0.44% | 100 |
|
|
2018
Q1 | $370K | Sell |
3,362
-11,335
| -77% | -$1.25M | 0.37% | 11 |
|
|
2017
Q4 | $1.54M | Buy |
+14,697
| New | +$1.54M | 0.92% | 14 |
|