Patriot Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $10.9M | Sell |
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|
2018
Q3 | $13M | Buy |
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|
2018
Q2 | $11.7M | Buy |
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|
2018
Q1 | $12.1M | Buy |
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|
2017
Q4 | $11.5M | Buy |
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|
2017
Q3 | $10.1M | Sell |
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|
2017
Q2 | $13.4M | Buy |
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|
2017
Q1 | $10.5M | Sell |
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|
2016
Q4 | $13.4M | Sell |
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|
2016
Q3 | $10.5M | Buy |
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|
2016
Q2 | $8.49M | Buy |
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|
2016
Q1 | $7.92M | Buy |
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|
2015
Q4 | $8.7M | Buy |
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|
2015
Q3 | $7.99M | Buy |
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|
2015
Q2 | $8.62M | Buy |
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|
2015
Q1 | $7.63M | Buy |
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|
2014
Q4 | $7.63M | Buy |
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|
2014
Q3 | $7.18M | Buy |
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|
2014
Q2 | $6.69M | Buy |
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|
2014
Q1 | $6.97M | Buy |
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|
2013
Q4 | $6.54M | Sell |
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|
2013
Q3 | $5.82M | Buy |
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|
2013
Q2 | – | Hold |
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