Wealthfront’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
Q3 | $14.7M | Buy |
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|
2018
Q2 | $13.1M | Sell |
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|
2018
Q1 | $17.2M | Buy |
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|
2017
Q4 | $14.9M | Buy |
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|
2017
Q3 | $11.6M | Buy |
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|
2017
Q2 | $9.38M | Buy |
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|
2017
Q1 | $8.7M | Buy |
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|
2016
Q4 | $7.44M | Buy |
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|
2016
Q3 | $5.02M | Buy |
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|
2016
Q2 | $3.7M | Buy |
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|
2016
Q1 | $2.6M | Sell |
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|
2015
Q4 | $3.69M | Buy |
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|
2015
Q3 | $2.5M | Buy |
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|
2015
Q2 | $2.54M | Buy |
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|
2015
Q1 | $1.24M | Sell |
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|
2014
Q4 | $1.35M | Buy |
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|
2014
Q3 | $972K | Buy |
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|
2014
Q2 | $464K | Sell |
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|
2014
Q1 | $568K | Buy |
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