MWP
MYCIO Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,286
| Closed | -$204K | – | 48 |
|
|
2021
Q4 | $204K | Hold |
1,286
| – | – | 0.07% | 39 |
|
|
2021
Q3 | $211K | Hold |
1,286
| – | – | 0.08% | 38 |
|
|
2021
Q2 | $200K | Sell |
1,286
-114
| -8% | -$17.7K | 0.08% | 37 |
|
|
2021
Q1 | $213K | Buy |
+1,400
| New | +$213K | 0.1% | 34 |
|
|
2020
Q1 | – | Sell |
-26,442
| Closed | -$3.69M | – | 229 |
|
|
2019
Q4 | $3.69M | Sell |
26,442
-1,798
| -6% | -$251K | 0.24% | 50 |
|
|
2019
Q3 | $3.32M | Buy |
28,240
+348
| +1% | +$41K | 0.25% | 46 |
|
|
2019
Q2 | $3.12M | Buy |
27,892
+77
| +0.3% | +$8.61K | 0.24% | 48 |
|
|
2019
Q1 | $2.82M | Sell |
27,815
-745
| -3% | -$75.4K | 0.23% | 49 |
|
|
2018
Q4 | $2.79M | Buy |
28,560
+1,710
| +6% | +$167K | 0.26% | 50 |
|
|
2018
Q3 | $3.03M | Buy |
26,850
+815
| +3% | +$92K | 0.29% | 35 |
|
|
2018
Q2 | $2.71M | Buy |
26,035
+3,095
| +13% | +$323K | 0.28% | 37 |
|
|
2018
Q1 | $2.52M | Sell |
22,940
-3,124
| -12% | -$344K | 0.28% | 36 |
|
|
2017
Q4 | $2.79M | Sell |
26,064
-894
| -3% | -$95.6K | 0.3% | 35 |
|
|
2017
Q3 | $2.58M | Buy |
26,958
+1,266
| +5% | +$121K | 0.29% | 34 |
|
|
2017
Q2 | $2.35M | Sell |
25,692
-4,279
| -14% | -$391K | 0.27% | 37 |
|
|
2017
Q1 | $2.63M | Buy |
29,971
+5,595
| +23% | +$492K | 0.32% | 35 |
|
|
2016
Q4 | $2.1M | Buy |
24,376
+5,109
| +27% | +$441K | 0.28% | 35 |
|
|
2016
Q3 | $1.28M | Sell |
19,267
-953
| -5% | -$63.5K | 0.21% | 46 |
|
|
2016
Q2 | $1.26M | Buy |
20,220
+466
| +2% | +$28.9K | 0.22% | 45 |
|
|
2016
Q1 | $1.17M | Buy |
19,754
+4,423
| +29% | +$262K | 0.21% | 49 |
|
|
2015
Q4 | $1.01M | Sell |
15,331
-57
| -0.4% | -$3.76K | 0.18% | 56 |
|
|
2015
Q3 | $938K | Sell |
15,388
-234
| -1% | -$14.3K | 0.19% | 49 |
|
|
2015
Q2 | $1.06M | Sell |
15,622
-39
| -0.2% | -$2.64K | 0.21% | 47 |
|
|
2015
Q1 | $949K | Sell |
15,661
-9,770
| -38% | -$592K | 0.19% | 50 |
|
|
2014
Q4 | $1.59M | Buy |
25,431
+130
| +0.5% | +$8.13K | 0.34% | 31 |
|
|
2014
Q3 | $1.52M | Sell |
25,301
-500
| -2% | -$30.1K | 0.36% | 30 |
|
|
2014
Q2 | $1.49M | Sell |
25,801
-1,125
| -4% | -$64.8K | 0.34% | 29 |
|
|
2014
Q1 | $1.64M | Buy |
26,926
+11
| +0% | +$668 | 0.4% | 27 |
|
|
2013
Q4 | $1.57M | Buy |
26,915
+1,046
| +4% | +$61.2K | 0.39% | 28 |
|
|
2013
Q3 | $1.34M | Sell |
25,869
-1,690
| -6% | -$87.3K | 0.36% | 28 |
|
|
2013
Q2 | $1.46M | Buy |
+27,559
| New | +$1.46M | 0.4% | 25 |
|