Summit Equities’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$633K Hold
2018
Q2
$585K Buy
2018
Q1
$615K Hold
2017
Q4
$598K Hold
2017
Q3
$534K Sell
2017
Q2
$518K Buy