Mariner Wealth Advisors (Cincinnati)’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 | $7.01M | Sell |
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|
2018
Q2 | $6.53M | Buy |
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|
2018
Q1 | $6.74M | Sell |
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|
2017
Q4 | $6.61M | Sell |
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|
2017
Q3 | $5.97M | Buy |
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|
2017
Q2 | $5.19M | Buy |
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|
2017
Q1 | $4.7M | Buy |
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|
2016
Q4 | $4.41M | Buy |
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|
2016
Q3 | $2.95M | Buy |
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|
2016
Q2 | $2.69M | Buy |
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|
2016
Q1 | $2.43M | Sell |
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|
2015
Q4 | $2.94M | Buy |
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|
2015
Q1 | $2.59M | Sell |
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|
2014
Q4 | $16.1M | Buy |
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|
2014
Q3 | $15.1M | Sell |
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|
2014
Q2 | $15.6M | Buy |
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|
2014
Q1 | $15.7M | Buy |
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|
2013
Q4 | $14.8M | Buy |
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|
2013
Q3 | $13M | Buy |
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|
2013
Q2 | $13.1M | Buy |
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