Raymond James Financial Services Advisors’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-48,242
| Closed | -$1.19M | – | 2426 |
|
2016
Q3 | $1.19M | Sell |
48,242
-2,264
| -4% | -$55.8K | 0.01% | 1008 |
|
2016
Q2 | $1.02M | Sell |
50,506
-306
| -0.6% | -$6.2K | 0.01% | 1023 |
|
2016
Q1 | $899K | Buy |
50,812
+1,100
| +2% | +$19.5K | 0.01% | 951 |
|
2015
Q4 | $1.18M | Buy |
49,712
+550
| +1% | +$13K | 0.01% | 861 |
|
2015
Q3 | $979K | Buy |
+49,162
| New | +$979K | 0.02% | 777 |
|