Oppenheimer & Co’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,488
| Closed | -$243K | – | 1425 |
|
|
2018
Q1 | $243K | Sell |
3,488
-722
| -17% | -$50.3K | 0.01% | 1142 |
|
|
2017
Q4 | $280K | Sell |
4,210
-113
| -3% | -$7.52K | 0.01% | 1084 |
|
|
2017
Q3 | $234K | Sell |
4,323
-384
| -8% | -$20.8K | 0.01% | 1130 |
|
|
2017
Q2 | $237K | Sell |
4,707
-3
| -0.1% | -$151 | 0.01% | 1116 |
|
|
2017
Q1 | $218K | Sell |
4,710
-528
| -10% | -$24.4K | 0.01% | 1134 |
|
|
2016
Q4 | $232K | Buy |
+5,238
| New | +$232K | 0.01% | 1104 |
|
|
2016
Q3 | – | Sell |
-15,784
| Closed | -$319K | – | 1329 |
|
|
2016
Q2 | $319K | Buy |
+15,784
| New | +$319K | 0.01% | 948 |
|
|
2016
Q1 | – | Sell |
-8,516
| Closed | -$201K | – | 1353 |
|
|
2015
Q4 | $201K | Buy |
+8,516
| New | +$201K | 0.01% | 1134 |
|
|
2015
Q3 | – | Sell |
-8,316
| Closed | -$206K | – | 1514 |
|
|
2015
Q2 | $206K | Buy |
+8,316
| New | +$206K | 0.01% | 1287 |
|