Rothschild & Co Wealth Management (UK)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-195
| Closed | -$18K | – | 46 |
|
|
2020
Q1 | $18K | Hold |
195
| – | – | ﹤0.01% | 37 |
|
|
2019
Q4 | $27K | Hold |
195
| – | – | ﹤0.01% | 37 |
|
|
2019
Q3 | $23K | Sell |
195
-9,373
| -98% | -$1.11M | ﹤0.01% | 37 |
|
|
2019
Q2 | $1.07M | Buy |
+9,568
| New | +$1.07M | 0.02% | 28 |
|
|
2015
Q3 | – | Sell |
-3,000
| Closed | -$203K | – | 56 |
|
|
2015
Q2 | $203K | Sell |
3,000
-4,300
| -59% | -$291K | 0.02% | 34 |
|
|
2015
Q1 | $442K | Buy |
7,300
+4,300
| +143% | +$260K | 0.05% | 32 |
|
|
2014
Q4 | $188K | Hold |
3,000
| – | – | 0.02% | 35 |
|
|
2014
Q3 | $181K | Sell |
3,000
-930
| -24% | -$56.1K | 0.02% | 38 |
|
|
2014
Q2 | $226K | Hold |
3,930
| – | – | 0.02% | 38 |
|
|
2014
Q1 | $239K | Buy |
+3,930
| New | +$239K | 0.03% | 35 |
|