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Salient Private Client’s JPMorgan Chase JPM Stock Holding History

Salient Private Client’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$4.77M Sell
42,257
-689
-2% -$77.7K 0.93% 34
2018
Q2 		$4.48M Sell
42,946
-1,430
-3% -$149K 0.75% 47
2018
Q1 		$4.88M Buy
+44,376
New +$4.88M 0.86% 43