NEPWA
New England Private Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-35,545
| Closed | -$4.18M | – | 125 |
|
|
2019
Q3 | $4.18M | Sell |
35,545
-1,374
| -4% | -$162K | 1.02% | 23 |
|
|
2019
Q2 | $4.13M | Buy |
36,919
+871
| +2% | +$97.4K | 1% | 24 |
|
|
2019
Q1 | $3.65M | Sell |
36,048
-284
| -0.8% | -$28.7K | 0.95% | 24 |
|
|
2018
Q4 | $3.55M | Buy |
36,332
+26
| +0.1% | +$2.54K | 1.04% | 25 |
|
|
2018
Q3 | $4.1M | Sell |
36,306
-362
| -1% | -$40.9K | 1.1% | 23 |
|
|
2018
Q2 | $3.82M | Hold |
36,668
| – | – | 1.08% | 23 |
|
|
2018
Q1 | $4.03M | Sell |
36,668
-2,274
| -6% | -$250K | 1.14% | 23 |
|
|
2017
Q4 | $4.16M | Buy |
38,942
+955
| +3% | +$102K | 1.17% | 23 |
|
|
2017
Q3 | $3.63M | Sell |
37,987
-1,075
| -3% | -$103K | 1.08% | 23 |
|
|
2017
Q2 | $3.57M | Sell |
39,062
-1,449
| -4% | -$132K | 1.1% | 21 |
|
|
2017
Q1 | $3.54M | Sell |
40,511
-809
| -2% | -$70.7K | 1.13% | 20 |
|
|
2016
Q4 | $3.57M | Buy |
41,320
+335
| +0.8% | +$28.9K | 1.24% | 17 |
|
|
2016
Q3 | $2.73M | Buy |
40,985
+5
| +0% | +$333 | 0.98% | 23 |
|
|
2016
Q2 | $2.55M | Sell |
40,980
-2,321
| -5% | -$144K | 0.97% | 21 |
|
|
2016
Q1 | $2.56M | Buy |
43,301
+5
| +0% | +$296 | 1.05% | 22 |
|
|
2015
Q4 | $2.86M | Sell |
43,296
-519
| -1% | -$34.3K | 1.14% | 22 |
|
|
2015
Q3 | $2.67M | Sell |
43,815
-1,473
| -3% | -$89.8K | 1.14% | 22 |
|
|
2015
Q2 | $3.07M | Sell |
45,288
-1,687
| -4% | -$114K | 1.17% | 25 |
|
|
2015
Q1 | $2.82M | Buy |
46,975
+1,034
| +2% | +$62.1K | 1.1% | 23 |
|
|
2014
Q4 | $2.87M | Buy |
45,941
+1,382
| +3% | +$86.4K | 1.13% | 23 |
|
|
2014
Q3 | $2.69M | Sell |
44,559
-1,354
| -3% | -$81.7K | 1.08% | 25 |
|
|
2014
Q2 | $2.65M | Buy |
45,913
+1,159
| +3% | +$66.8K | 1.09% | 24 |
|
|
2014
Q1 | $2.72M | Sell |
44,754
-918
| -2% | -$55.7K | 1.14% | 25 |
|
|
2013
Q4 | $2.67M | Buy |
45,672
+1,055
| +2% | +$61.7K | 1.21% | 22 |
|
|
2013
Q3 | $2.31M | Sell |
44,617
-367
| -0.8% | -$19K | 1.21% | 22 |
|
|
2013
Q2 | $2.38M | Buy |
+44,984
| New | +$2.38M | 1.49% | 20 |
|