Waverton Investment Management’s JPMorgan Chase JPM.WS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
2017
Q3
$501K Hold
2017
Q2
$501K Sell
2017
Q1
$599K Hold
2016
Q4
$600K Hold
2016
Q3
$601K Buy