Wealthfront’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $14.7M | Buy |
130,189
+4,691
| +4% | +$529K | 0.14% | 28 |
|
|
2018
Q2 | $13.1M | Sell |
125,498
-30,523
| -20% | -$3.18M | 0.13% | 28 |
|
|
2018
Q1 | $17.2M | Buy |
156,021
+16,807
| +12% | +$1.85M | 0.17% | 27 |
|
|
2017
Q4 | $14.9M | Buy |
139,214
+17,288
| +14% | +$1.85M | 0.17% | 27 |
|
|
2017
Q3 | $11.6M | Buy |
121,926
+19,357
| +19% | +$1.85M | 0.15% | 28 |
|
|
2017
Q2 | $9.38M | Buy |
102,569
+3,519
| +4% | +$322K | 0.14% | 28 |
|
|
2017
Q1 | $8.7M | Buy |
99,050
+12,854
| +15% | +$1.13M | 0.15% | 30 |
|
|
2016
Q4 | $7.44M | Buy |
86,196
+10,816
| +14% | +$933K | 0.16% | 29 |
|
|
2016
Q3 | $5.02M | Buy |
75,380
+15,902
| +27% | +$1.06M | 0.12% | 36 |
|
|
2016
Q2 | $3.7M | Buy |
59,478
+15,563
| +35% | +$967K | 0.1% | 42 |
|
|
2016
Q1 | $2.6M | Sell |
43,915
-11,939
| -21% | -$707K | 0.08% | 48 |
|
|
2015
Q4 | $3.69M | Buy |
55,854
+14,834
| +36% | +$979K | 0.13% | 31 |
|
|
2015
Q3 | $2.5M | Buy |
41,020
+3,537
| +9% | +$216K | 0.1% | 37 |
|
|
2015
Q2 | $2.54M | Buy |
37,483
+16,983
| +83% | +$1.15M | 0.1% | 27 |
|
|
2015
Q1 | $1.24M | Sell |
20,500
-1,102
| -5% | -$66.8K | 0.06% | 33 |
|
|
2014
Q4 | $1.35M | Buy |
21,602
+5,465
| +34% | +$342K | 0.08% | 30 |
|
|
2014
Q3 | $972K | Buy |
16,137
+8,020
| +99% | +$483K | 0.07% | 35 |
|
|
2014
Q2 | $464K | Sell |
8,117
-1,250
| -13% | -$71.5K | 0.04% | 45 |
|
|
2014
Q1 | $568K | Buy |
+9,367
| New | +$568K | 0.07% | 23 |
|