MWAC
Mariner Wealth Advisors (Cincinnati)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $7.01M | Sell |
62,153
-489
| -0.8% | -$55.2K | 0.39% | 67 |
|
|
2018
Q2 | $6.53M | Buy |
62,642
+1,391
| +2% | +$145K | 0.39% | 64 |
|
|
2018
Q1 | $6.74M | Sell |
61,251
-573
| -0.9% | -$63K | 0.41% | 56 |
|
|
2017
Q4 | $6.61M | Sell |
61,824
-637
| -1% | -$68.1K | 0.4% | 59 |
|
|
2017
Q3 | $5.97M | Buy |
62,461
+5,711
| +10% | +$545K | 0.39% | 63 |
|
|
2017
Q2 | $5.19M | Buy |
56,750
+3,273
| +6% | +$299K | 0.36% | 66 |
|
|
2017
Q1 | $4.7M | Buy |
53,477
+2,369
| +5% | +$208K | 0.34% | 68 |
|
|
2016
Q4 | $4.41M | Buy |
51,108
+6,843
| +15% | +$590K | 0.34% | 70 |
|
|
2016
Q3 | $2.95M | Buy |
44,265
+982
| +2% | +$65.4K | 0.25% | 81 |
|
|
2016
Q2 | $2.69M | Buy |
43,283
+2,180
| +5% | +$135K | 0.24% | 84 |
|
|
2016
Q1 | $2.43M | Sell |
41,103
-3,373
| -8% | -$200K | 0.24% | 80 |
|
|
2015
Q4 | $2.94M | Buy |
+44,476
| New | +$2.94M | 0.29% | 70 |
|
|
2015
Q1 | $2.59M | Sell |
42,810
-214,233
| -83% | -$13M | 0.36% | 50 |
|
|
2014
Q4 | $16.1M | Buy |
257,043
+5,594
| +2% | +$350K | 2.33% | 17 |
|
|
2014
Q3 | $15.1M | Sell |
251,449
-18,802
| -7% | -$1.13M | 2.43% | 12 |
|
|
2014
Q2 | $15.6M | Buy |
270,251
+11,687
| +5% | +$673K | 2.46% | 10 |
|
|
2014
Q1 | $15.7M | Buy |
258,564
+4,693
| +2% | +$285K | 2.55% | 8 |
|
|
2013
Q4 | $14.8M | Buy |
253,871
+1,576
| +0.6% | +$92.2K | 2.45% | 10 |
|
|
2013
Q3 | $13M | Buy |
252,295
+3,779
| +2% | +$195K | 2.42% | 10 |
|
|
2013
Q2 | $13.1M | Buy |
+248,516
| New | +$13.1M | 2.6% | 6 |
|