MA
Marshwinds Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $361K | Buy |
3,694
+7
| +0.2% | +$684 | 0.19% | 95 |
|
|
2018
Q3 | $416K | Sell |
3,687
-395
| -10% | -$44.6K | 0.19% | 97 |
|
|
2018
Q2 | $425K | Sell |
4,082
-47
| -1% | -$4.89K | 0.2% | 98 |
|
|
2018
Q1 | $454K | Buy |
4,129
+5
| +0.1% | +$550 | 0.22% | 94 |
|
|
2017
Q4 | $441K | Buy |
4,124
+5
| +0.1% | +$535 | 0.2% | 95 |
|
|
2017
Q3 | $393K | Buy |
4,119
+6
| +0.1% | +$572 | 0.18% | 100 |
|
|
2017
Q2 | $376K | Buy |
4,113
+5
| +0.1% | +$457 | 0.18% | 103 |
|
|
2017
Q1 | $361K | Buy |
4,108
+156
| +4% | +$13.7K | 0.17% | 104 |
|
|
2016
Q4 | $341K | Sell |
3,952
-431
| -10% | -$37.2K | 0.16% | 112 |
|
|
2016
Q3 | $292K | Buy |
4,383
+11
| +0.3% | +$733 | 0.14% | 114 |
|
|
2016
Q2 | $272K | Buy |
4,372
+10
| +0.2% | +$622 | 0.13% | 118 |
|
|
2016
Q1 | $258K | Buy |
4,362
+10
| +0.2% | +$591 | 0.13% | 119 |
|
|
2015
Q4 | $287K | Buy |
4,352
+10
| +0.2% | +$659 | 0.15% | 116 |
|
|
2015
Q3 | $265K | Buy |
4,342
+209
| +5% | +$12.8K | 0.14% | 120 |
|
|
2015
Q2 | $280K | Sell |
4,133
-842
| -17% | -$57K | 0.14% | 122 |
|
|
2015
Q1 | $301K | Sell |
4,975
-90
| -2% | -$5.45K | 0.14% | 125 |
|
|
2014
Q4 | $317K | Buy |
5,065
+9
| +0.2% | +$563 | 0.15% | 126 |
|
|
2014
Q3 | $305K | Sell |
5,056
-56
| -1% | -$3.38K | 0.15% | 125 |
|
|
2014
Q2 | $295K | Sell |
5,112
-341
| -6% | -$19.7K | 0.14% | 125 |
|
|
2014
Q1 | $331K | Sell |
5,453
-141
| -3% | -$8.56K | 0.17% | 119 |
|
|
2013
Q4 | $327K | Buy |
5,594
+783
| +16% | +$45.8K | 0.17% | 114 |
|
|
2013
Q3 | $249K | Sell |
4,811
-141
| -3% | -$7.3K | 0.14% | 122 |
|
|
2013
Q2 | $261K | Buy |
+4,952
| New | +$261K | 0.16% | 117 |
|