SWP
JPM.PRH

Strategic Wealth Partners’s JPMorgan Chase & Co. JPM.PRH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-950
Closed -$25K 845
2018
Q4
$25K Sell
950
-2,110
-69% -$55.5K 0.01% 307
2018
Q3
$79K Hold
3,060
0.04% 198
2018
Q2
$81K Buy
+3,060
New +$81K 0.05% 212