Watermark Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $33K | Hold |
339
| – | – | 0.02% | 110 |
|
2018
Q3 | $38K | Hold |
339
| – | – | 0.02% | 106 |
|
2018
Q2 | $35K | Hold |
339
| – | – | 0.01% | 109 |
|
2018
Q1 | $37K | Hold |
339
| – | – | 0.02% | 108 |
|
2017
Q4 | $36K | Hold |
339
| – | – | 0.02% | 115 |
|
2017
Q3 | $32K | Hold |
339
| – | – | 0.01% | 116 |
|
2017
Q2 | $31K | Hold |
339
| – | – | 0.01% | 117 |
|
2017
Q1 | $30K | Buy |
+339
| New | +$30K | 0.01% | 117 |
|