TWM
Torch Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.8M | Sell |
27,250
-907
| -3% | -$126K | 2.1% | 8 |
|
|
2019
Q3 | $3.31M | Sell |
28,157
-373
| -1% | -$43.9K | 1.96% | 9 |
|
|
2019
Q2 | $3.19M | Sell |
28,530
-48
| -0.2% | -$5.37K | 1.91% | 9 |
|
|
2019
Q1 | $2.89M | Buy |
28,578
+751
| +3% | +$76K | 1.79% | 11 |
|
|
2018
Q4 | $2.72M | Buy |
27,827
+52
| +0.2% | +$5.08K | 1.95% | 11 |
|
|
2018
Q3 | $3.13M | Buy |
27,775
+401
| +1% | +$45.2K | 1.88% | 10 |
|
|
2018
Q2 | $2.85M | Buy |
27,374
+451
| +2% | +$47K | 1.79% | 12 |
|
|
2018
Q1 | $2.96M | Sell |
26,923
-9,084
| -25% | -$999K | 1.92% | 10 |
|
|
2017
Q4 | $3.85M | Buy |
36,007
+536
| +2% | +$57.3K | 2.35% | 5 |
|
|
2017
Q3 | $3.39M | Sell |
35,471
-99
| -0.3% | -$9.46K | 2.22% | 5 |
|
|
2017
Q2 | $3.25M | Sell |
35,570
-1,073
| -3% | -$98.1K | 2.24% | 5 |
|
|
2017
Q1 | $3.22M | Sell |
36,643
-2,749
| -7% | -$241K | 2.15% | 8 |
|
|
2016
Q4 | $3.4M | Sell |
39,392
-2,699
| -6% | -$233K | 2.4% | 5 |
|
|
2016
Q3 | $2.8M | Sell |
42,091
-923
| -2% | -$61.5K | 2.04% | 11 |
|
|
2016
Q2 | $2.67M | Buy |
43,014
+1,101
| +3% | +$68.4K | 1.95% | 10 |
|
|
2016
Q1 | $2.48M | Sell |
41,913
-98
| -0.2% | -$5.8K | 1.87% | 14 |
|
|
2015
Q4 | $2.77M | Buy |
42,011
+2
| +0% | +$132 | 2.03% | 11 |
|
|
2015
Q3 | $2.56M | Sell |
42,009
-499
| -1% | -$30.4K | 1.97% | 11 |
|
|
2015
Q2 | $2.88M | Buy |
42,508
+2,252
| +6% | +$153K | 2% | 9 |
|
|
2015
Q1 | $2.44M | Buy |
40,256
+251
| +0.6% | +$15.2K | 1.89% | 16 |
|
|
2014
Q4 | $2.5M | Buy |
40,005
+1,851
| +5% | +$116K | 1.92% | 15 |
|
|
2014
Q3 | $2.3M | Sell |
38,154
-2,048
| -5% | -$123K | 1.68% | 16 |
|
|
2014
Q2 | $2.32M | Buy |
40,202
+201
| +0.5% | +$11.6K | 1.57% | 18 |
|
|
2014
Q1 | $2.43M | Buy |
40,001
+2,201
| +6% | +$134K | 1.76% | 15 |
|
|
2013
Q4 | $2.21M | Buy |
+37,800
| New | +$2.21M | 1.69% | 14 |
|