Patriot Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $10.9M | Sell |
112,071
-2,708
| -2% | -$264K | 1.6% | 17 |
|
|
2018
Q3 | $13M | Buy |
114,779
+2,547
| +2% | +$287K | 1.63% | 14 |
|
|
2018
Q2 | $11.7M | Buy |
112,232
+2,590
| +2% | +$270K | 1.61% | 17 |
|
|
2018
Q1 | $12.1M | Buy |
109,642
+2,509
| +2% | +$276K | 1.72% | 11 |
|
|
2017
Q4 | $11.5M | Buy |
107,133
+1,531
| +1% | +$164K | 1.62% | 17 |
|
|
2017
Q3 | $10.1M | Sell |
105,602
-41,260
| -28% | -$3.94M | 1.63% | 15 |
|
|
2017
Q2 | $13.4M | Buy |
146,862
+27,318
| +23% | +$2.5M | 2.25% | 6 |
|
|
2017
Q1 | $10.5M | Sell |
119,544
-35,186
| -23% | -$3.09M | 1.68% | 13 |
|
|
2016
Q4 | $13.4M | Sell |
154,730
-2,422
| -2% | -$209K | 2.52% | 6 |
|
|
2016
Q3 | $10.5M | Buy |
157,152
+20,539
| +15% | +$1.37M | 2.02% | 12 |
|
|
2016
Q2 | $8.49M | Buy |
136,613
+2,884
| +2% | +$179K | 1.68% | 14 |
|
|
2016
Q1 | $7.92M | Buy |
133,729
+2,026
| +2% | +$120K | 1.6% | 15 |
|
|
2015
Q4 | $8.7M | Buy |
131,703
+670
| +0.5% | +$44.2K | 1.8% | 16 |
|
|
2015
Q3 | $7.99M | Buy |
131,033
+3,769
| +3% | +$230K | 1.85% | 12 |
|
|
2015
Q2 | $8.62M | Buy |
127,264
+1,380
| +1% | +$93.5K | 1.92% | 12 |
|
|
2015
Q1 | $7.63M | Buy |
125,884
+3,886
| +3% | +$235K | 1.7% | 18 |
|
|
2014
Q4 | $7.64M | Buy |
121,998
+2,804
| +2% | +$175K | 1.79% | 19 |
|
|
2014
Q3 | $7.18M | Buy |
119,194
+3,051
| +3% | +$184K | 1.77% | 18 |
|
|
2014
Q2 | $6.69M | Buy |
116,143
+1,268
| +1% | +$73.1K | 1.69% | 17 |
|
|
2014
Q1 | $6.97M | Buy |
114,875
+3,123
| +3% | +$190K | 1.86% | 14 |
|
|
2013
Q4 | $6.54M | Sell |
111,752
-809
| -0.7% | -$47.3K | 1.8% | 16 |
|
|
2013
Q3 | $5.82M | Buy |
+112,561
| New | +$5.82M | 1.72% | 19 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 16 |
|