Tiedemann Trust’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$372K Sell
2016
Q1
$494K Hold
2015
Q4
$551K Buy
2015
Q3
$490K Hold
2015
Q2
$545K Sell
2015
Q1
$572K Hold
2014
Q4
$591K Hold
2014
Q3
$569K Hold
2014
Q2
$544K Sell
2014
Q1
$3.21K Buy
2013
Q4
$552K Sell
2013
Q3
$490K Sell
2013
Q2
$1.34M Buy