Waverton Investment Management’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-500,000
| Closed | -$501K | – | 81 |
|
|
2017
Q3 | $501K | Hold |
500,000
| – | – | 0.03% | 73 |
|
|
2017
Q2 | $501K | Sell |
500,000
-100,000
| -17% | -$100K | 0.03% | 71 |
|
|
2017
Q1 | $599K | Hold |
600,000
| – | – | 0.04% | 90 |
|
|
2016
Q4 | $600K | Hold |
600,000
| – | – | 0.04% | 97 |
|
|
2016
Q3 | $601K | Buy |
+600,000
| New | +$601K | 0.04% | 92 |
|