MacGuire Cheswick & Tuttle Investment Counsel’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Hold |
0
| – | -$478K | – | 93 |
|
|
2016
Q2 | – | Hold |
0
| – | -$418K | – | 63 |
|
|
2016
Q1 | – | Hold |
0
| – | -$595K | – | 65 |
|
|
2015
Q4 | – | Hold |
0
| – | -$486K | – | 63 |
|
|
2015
Q3 | – | Hold |
0
| – | -$604K | – | 70 |
|
|
2015
Q2 | – | Hold |
0
| – | -$4.65M | – | 69 |
|
|
2015
Q1 | – | Hold |
0
| – | -$4.41M | – | 35 |
|
|
2014
Q4 | – | Hold |
0
| – | -$4.29M | – | 35 |
|
|
2014
Q3 | – | Hold |
0
| – | -$4.07M | – | 35 |
|
|
2014
Q2 | – | Hold |
0
| – | -$4.36M | – | 37 |
|
|
2014
Q1 | – | Hold |
0
| – | -$4.27M | – | 37 |
|
|
2013
Q4 | – | Hold |
0
| – | -$3.54M | – | 37 |
|
|
2013
Q3 | – | Sell |
-212,550
| Closed | -$3.32M | – | 38 |
|
|
2013
Q2 | $3.32M | Buy |
+212,550
| New | +$3.32M | 0.95% | 38 |
|