Wealth & Pension Services Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$321K Buy
2,726
+6
+0.2% +$707 0.23% 95
2019
Q2
$304K Sell
2,720
-468
-15% -$52.3K 0.22% 94
2019
Q1
$323K Sell
3,188
-89
-3% -$9.02K 0.25% 87
2018
Q4
$320K Buy
3,277
+282
+9% +$27.5K 0.29% 78
2018
Q3
$338K Buy
+2,995
New +$338K 0.34% 63