Rockefeller Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $191M | Sell |
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|
2017
Q3 | $171M | Sell |
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|
2017
Q2 | $165M | Sell |
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|
2017
Q1 | $166M | Sell |
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|
2016
Q4 | $195M | Buy |
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|
2016
Q3 | $150M | Sell |
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|
2016
Q2 | $149M | Sell |
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|
2016
Q1 | $143M | Sell |
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|
2015
Q4 | $161M | Sell |
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|
2015
Q3 | $152M | Buy |
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|
2015
Q2 | $158M | Sell |
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|
2015
Q1 | $149M | Buy |
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|
2014
Q4 | $146M | Sell |
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|
2014
Q3 | $141M | Buy |
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|
2014
Q2 | $128M | Buy |
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|
2014
Q1 | $117M | Buy |
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|
2013
Q4 | $112M | Buy |
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|
2013
Q3 | $98.8M | Sell |
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|
2013
Q2 | $110M | Buy |
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