Train Babcock Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $297K | Sell |
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|
2017
Q2 | $294K | Hold |
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|
2017
Q1 | $282K | Sell |
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|
2016
Q4 | $304K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $215K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $220K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $231K | Hold |
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|
2014
Q3 | $223K | Hold |
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|
2014
Q2 | $213K | Hold |
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|
2014
Q1 | $225K | Hold |
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|
2013
Q4 | $216K | Buy |
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