Vector Wealth Management’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
Q4 | $336K | Sell |
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|
2016
Q3 | $280K | Sell |
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|
2016
Q2 | $271K | Buy |
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|
2016
Q1 | $253K | Hold |
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|
2015
Q4 | $282K | Sell |
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|
2015
Q3 | $285K | Hold |
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|
2015
Q2 | $290K | Buy |
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|
2015
Q1 | $252K | Buy |
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|
2014
Q4 | $242K | Buy |
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|
2014
Q3 | $225K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $202K | Buy |
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