Mariner’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,875
| Closed | -$563K | – | 850 |
|
|
2018
Q2 | $563K | Hold |
8,875
| – | – | 0.02% | 512 |
|
|
2018
Q1 | $617K | Hold |
8,875
| – | – | 0.02% | 401 |
|
|
2017
Q4 | $590K | Hold |
8,875
| – | – | 0.02% | 364 |
|
|
2017
Q3 | $480K | Hold |
8,875
| – | – | 0.02% | 349 |
|
|
2017
Q2 | $446K | Hold |
8,875
| – | – | 0.02% | 354 |
|
|
2017
Q1 | $411K | Buy |
+8,875
| New | +$411K | 0.02% | 404 |
|
|
2016
Q4 | – | Sell |
-12,875
| Closed | -$317K | – | 835 |
|
|
2016
Q3 | $317K | Hold |
12,875
| – | – | 0.02% | 465 |
|
|
2016
Q2 | $261K | Hold |
12,875
| – | – | 0.01% | 444 |
|
|
2016
Q1 | $228K | Hold |
12,875
| – | – | 0.01% | 448 |
|
|
2015
Q4 | $305K | Buy |
+12,875
| New | +$305K | 0.02% | 338 |
|