WA
WealthTrust-Arizona’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.78M | Buy |
18,179
+409
| +2% | +$39.9K | 1.03% | 16 |
|
|
2018
Q3 | $2.01M | Buy |
17,770
+154
| +0.9% | +$17.4K | 0.96% | 17 |
|
|
2018
Q2 | $1.84M | Sell |
17,616
-105
| -0.6% | -$10.9K | 0.95% | 17 |
|
|
2018
Q1 | $1.95M | Buy |
17,721
+85
| +0.5% | +$9.35K | 1.03% | 15 |
|
|
2017
Q4 | $1.89M | Sell |
17,636
-120
| -0.7% | -$12.8K | 0.93% | 15 |
|
|
2017
Q3 | $1.7M | Buy |
17,756
+12
| +0.1% | +$1.15K | 0.86% | 15 |
|
|
2017
Q2 | $1.62M | Sell |
17,744
-242
| -1% | -$22.1K | 0.84% | 15 |
|
|
2017
Q1 | $1.58M | Sell |
17,986
-81
| -0.4% | -$7.12K | 0.85% | 16 |
|
|
2016
Q4 | $1.56M | Sell |
18,067
-1,653
| -8% | -$143K | 0.9% | 13 |
|
|
2016
Q3 | $1.31M | Sell |
19,720
-674
| -3% | -$44.9K | 0.79% | 12 |
|
|
2016
Q2 | $1.27M | Buy |
20,394
+2,299
| +13% | +$143K | 0.78% | 12 |
|
|
2016
Q1 | $1.07M | Sell |
18,095
-407
| -2% | -$24.1K | 0.68% | 17 |
|
|
2015
Q4 | $1.22M | Sell |
18,502
-705
| -4% | -$46.6K | 0.74% | 17 |
|
|
2015
Q3 | $1.17M | Hold |
19,207
| – | – | 0.73% | 18 |
|
|
2015
Q2 | $1.3M | Sell |
19,207
-38
| -0.2% | -$2.57K | 0.78% | 16 |
|
|
2015
Q1 | $1.17M | Buy |
19,245
+1,144
| +6% | +$69.3K | 0.71% | 18 |
|
|
2014
Q4 | $1.13M | Buy |
18,101
+90
| +0.5% | +$5.63K | 0.95% | 21 |
|
|
2014
Q3 | $1.09M | Sell |
18,011
-410
| -2% | -$24.7K | 1.2% | 26 |
|
|
2014
Q2 | $1.06M | Sell |
18,421
-2,885
| -14% | -$166K | 1.13% | 25 |
|
|
2014
Q1 | $1.29M | Buy |
21,306
+1,102
| +5% | +$66.9K | 1.46% | 22 |
|
|
2013
Q4 | $1.18M | Buy |
20,204
+2,100
| +12% | +$123K | 1.38% | 23 |
|
|
2013
Q3 | $936K | Buy |
18,104
+133
| +0.7% | +$6.88K | 1.18% | 25 |
|
|
2013
Q2 | $949K | Buy |
+17,971
| New | +$949K | 1.28% | 21 |
|