LWCFA
JPM.WS
Loring Wolcott & Coolidge Fiduciary Advisors’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Hold |
0
| – | – | – | 633 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 408 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 386 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 400 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 389 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 394 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 394 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 416 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 273 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 272 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 283 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 262 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 255 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 190 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 197 |
|