MWR
McAdams Wright Ragen’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $19M | Sell |
315,919
-449
| -0.1% | -$27K | 1.06% | 26 |
|
|
2014
Q2 | $18.2M | Buy |
316,368
+226,651
| +253% | +$13.1M | 1.02% | 26 |
|
|
2014
Q1 | $5.45M | Buy |
89,717
+1,218
| +1% | +$73.9K | 0.34% | 72 |
|
|
2013
Q4 | $5.18M | Sell |
88,499
-23,581
| -21% | -$1.38M | 0.34% | 77 |
|
|
2013
Q3 | $5.79M | Sell |
112,080
-46,359
| -29% | -$2.4M | 0.46% | 66 |
|
|
2013
Q2 | $8.36M | Buy |
+158,439
| New | +$8.36M | 0.67% | 39 |
|