WealthTrust Fairport’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $9.95M | Sell |
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|
2018
Q4 | $10.2M | Buy |
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|
2018
Q3 | $11.8M | Sell |
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|
2018
Q2 | $11M | Sell |
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|
2018
Q1 | $11.7M | Sell |
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|
2017
Q4 | $12M | Sell |
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|
2017
Q3 | $10.8M | Sell |
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|
2017
Q2 | $10.4M | Sell |
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|
2017
Q1 | $10.1M | Sell |
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|
2016
Q4 | $9.99M | Buy |
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|
2016
Q3 | $7.49M | Buy |
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|
2016
Q2 | $6.85M | Sell |
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|
2016
Q1 | $6.56M | Buy |
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|
2015
Q4 | $7.19M | Buy |
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|
2015
Q3 | $6.58M | Buy |
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|
2015
Q2 | $7.15M | Buy |
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|
2015
Q1 | $6.29M | Sell |
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|
2014
Q4 | $6.71M | Buy |
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|
2014
Q3 | $6.23M | Sell |
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|
2014
Q2 | $6.02M | Sell |
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|
2014
Q1 | $7.85M | Sell |
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|
2013
Q4 | $7.63M | Sell |
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|
2013
Q3 | $6.99M | Buy |
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|
2013
Q2 | $7.11M | Buy |
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