Kopp Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $594K | Sell |
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|
2019
Q2 | $612K | Sell |
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|
2019
Q1 | $904K | Sell |
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|
2018
Q4 | $882K | Sell |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $969K | Buy |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.03M | Sell |
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|
2017
Q3 | $929K | Sell |
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|
2017
Q2 | $917K | Sell |
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|
2017
Q1 | $884K | Buy |
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|
2016
Q4 | $840K | Buy |
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|
2016
Q3 | $644K | Buy |
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