Stanford Investment Group’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
Q1
Sell
2016
Q4
$252K Buy
2016
Q3
$194K Buy
2016
Q2
$161K Buy
2016
Q1
$149K Hold
2015
Q4
$166K Sell
2015
Q3
$199K Hold
2015
Q2
$221K Hold
2015
Q1
$198K Sell
2014
Q4
$208K Buy