Visionary Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $274K | Buy |
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|
2018
Q2 | $247K | Sell |
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|
2018
Q1 | $268K | Sell |
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|
2017
Q4 | $263K | Sell |
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|
2017
Q3 | $248K | Sell |
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|
2017
Q2 | $260K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $246K | Sell |
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|
2015
Q4 | $367K | Buy |
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|
2015
Q3 | $212K | Sell |
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|
2015
Q2 | $3.33M | Sell |
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|
2015
Q1 | $3.23M | Buy |
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|
2014
Q4 | $3.17M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $6K | Buy |
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