Weatherstone Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $421K | Sell |
4,162
-7,949
| -66% | -$804K | 0.45% | 48 |
|
|
2018
Q4 | $1.31M | Buy |
12,111
+8,386
| +225% | +$906K | 0.32% | 60 |
|
|
2018
Q3 | $420K | Buy |
3,725
+200
| +6% | +$22.6K | 0.32% | 51 |
|
|
2018
Q2 | $367K | Sell |
3,525
-209
| -6% | -$21.8K | 0.29% | 37 |
|
|
2018
Q1 | $411K | Buy |
3,734
+249
| +7% | +$27.4K | 0.31% | 40 |
|
|
2017
Q4 | $373K | Buy |
3,485
+212
| +6% | +$22.7K | 0.25% | 51 |
|
|
2017
Q3 | $313K | Sell |
3,273
-3,343
| -51% | -$320K | 0.21% | 51 |
|
|
2017
Q2 | $605K | Buy |
6,616
+3,758
| +131% | +$344K | 0.4% | 27 |
|
|
2017
Q1 | $251K | Buy |
2,858
+434
| +18% | +$38.1K | 0.28% | 59 |
|
|
2016
Q4 | $209K | Buy |
+2,424
| New | +$209K | 0.14% | 95 |
|