Rand Wealth’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
Q3 | $11M | Sell |
|
|||||
|
2018
Q2 | $10.5M | Sell |
|
|||||
|
2018
Q1 | $11.9M | Sell |
|
|||||
|
2017
Q4 | $11.8M | Sell |
|
|||||
|
2017
Q3 | $10.8M | Sell |
|
|||||
|
2017
Q2 | $10.5M | Sell |
|
|||||
|
2017
Q1 | $11.1M | Sell |
|
|||||
|
2016
Q4 | $11.9M | Sell |
|
|||||
|
2016
Q3 | $9.21M | Buy |
|
|||||
|
2016
Q2 | $8.34M | Buy |
|
|||||
|
2016
Q1 | $7.84M | Buy |
|
|||||
|
2015
Q4 | $8.56M | Buy |
|
|||||
|
2015
Q3 | $7.89M | Buy |
|
|||||
|
2015
Q2 | $8.51M | Buy |
|
|||||
|
2015
Q1 | $7.34M | Buy |
|
|||||
|
2014
Q4 | $6.75M | Buy |
|
|||||
|
2014
Q3 | $7.14M | Buy |
|
|||||
|
2014
Q2 | $6.82M | Sell |
|
|||||
|
2014
Q1 | $7.3M | Buy |
|
|||||
|
2013
Q4 | $6.89M | Buy |
|
|||||
|
2013
Q3 | $5.84M | Buy |
|
|||||
|
2013
Q2 | $5.73M | Buy |
|