Marshwinds Advisory’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
Q4 | $361K | Buy |
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|
2018
Q3 | $416K | Sell |
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|
2018
Q2 | $425K | Sell |
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|
2018
Q1 | $454K | Buy |
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|
2017
Q4 | $441K | Buy |
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|
2017
Q3 | $393K | Buy |
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|
2017
Q2 | $376K | Buy |
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|
2017
Q1 | $361K | Buy |
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|
2016
Q4 | $341K | Sell |
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|
2016
Q3 | $292K | Buy |
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|
2016
Q2 | $272K | Buy |
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|
2016
Q1 | $258K | Buy |
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|
2015
Q4 | $287K | Buy |
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|
2015
Q3 | $265K | Buy |
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|
2015
Q2 | $280K | Sell |
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|
2015
Q1 | $301K | Sell |
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|
2014
Q4 | $317K | Buy |
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|
2014
Q3 | $305K | Sell |
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|
2014
Q2 | $295K | Sell |
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|
2014
Q1 | $331K | Sell |
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|
2013
Q4 | $327K | Buy |
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|
2013
Q3 | $249K | Sell |
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|
2013
Q2 | $261K | Buy |
|