Ken Stern & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $455K | Hold |
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|
2018
Q2 | $420K | Sell |
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|
2018
Q1 | $872K | Buy |
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|
2017
Q4 | $845K | Sell |
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|
2017
Q3 | $780K | Sell |
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|
2017
Q2 | $760K | Sell |
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|
2017
Q1 | $729K | Buy |
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|
2016
Q4 | $723K | Sell |
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|
2016
Q3 | $568K | Buy |
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|
2016
Q2 | $530K | Buy |
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|
2016
Q1 | $472K | Buy |
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|
2015
Q4 | $469K | Buy |
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|
2015
Q3 | $418K | Buy |
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|
2015
Q2 | $386K | Buy |
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|
2015
Q1 | $312K | Buy |
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|
2014
Q4 | $268K | Buy |
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