Quilter Investors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-66,101
Closed -$7.39M 12
2019
Q2
$7.39M Sell
66,101
-2,851
-4% -$319K 7.11% 5
2019
Q1
$6.98M Sell
68,952
-100
-0.1% -$10.1K 4.45% 9
2018
Q4
$6.74M Buy
+69,052
New +$6.74M 4.55% 10