KMS Financial Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$4.52M Buy
2014
Q2
$3.93M Buy
2014
Q1
$4.13M Buy
2013
Q4
$3.34M Buy
2013
Q3
$1.04M Buy
2013
Q2
$551K Buy