Stevens First Principles Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $14K | Buy |
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|
2019
Q1 | $6K | Hold |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Buy |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $33K | Hold |
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|
2015
Q3 | $30K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $52K | Sell |
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|
2014
Q1 | $103K | Sell |
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|
2013
Q4 | $135K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $100K | Buy |
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