Summit Equities’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $633K | Hold |
5,613
| – | – | 0.11% | 31 |
|
|
2018
Q2 | $585K | Buy |
5,613
+18
| +0.3% | +$1.88K | 0.1% | 32 |
|
|
2018
Q1 | $615K | Hold |
5,595
| – | – | 0.11% | 32 |
|
|
2017
Q4 | $598K | Hold |
5,595
| – | – | 0.1% | 31 |
|
|
2017
Q3 | $534K | Sell |
5,595
-69
| -1% | -$6.59K | 0.1% | 30 |
|
|
2017
Q2 | $518K | Buy |
+5,664
| New | +$518K | 0.11% | 27 |
|