PWM
ParenteBeard Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $5.59K | Sell |
350
-7,335
| -95% | -$117K | 0.07% | 74 |
|
|
2014
Q3 | $463K | Buy |
7,685
+2,015
| +36% | +$121K | 0.19% | 65 |
|
|
2014
Q2 | $327K | Buy |
5,670
+38
| +0.7% | +$2.19K | 0.14% | 78 |
|
|
2014
Q1 | $342K | Sell |
5,632
-838
| -13% | -$50.9K | 0.17% | 70 |
|
|
2013
Q4 | $378K | Buy |
6,470
+771
| +14% | +$45K | 0.15% | 86 |
|
|
2013
Q3 | $295K | Sell |
5,699
-3,073
| -35% | -$159K | 0.14% | 77 |
|
|
2013
Q2 | $463K | Buy |
+8,772
| New | +$463K | 0.21% | 61 |
|