Marcus Capital’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 | $865K | Buy |
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|
2018
Q2 | $752K | Buy |
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|
2018
Q1 | $608K | Buy |
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|
2017
Q4 | $561K | Hold |
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|
2017
Q3 | $501K | Hold |
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|
2017
Q2 | $480K | Buy |
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|
2017
Q1 | $457K | Sell |
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|
2016
Q4 | $457K | Sell |
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|
2016
Q3 | $383K | Hold |
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|
2016
Q2 | $357K | Hold |
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|
2016
Q1 | $341K | Hold |
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|
2015
Q4 | $380K | Buy |
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