Welch Capital Partners’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 | – | Sell |
-17,926
| Closed | -$1.75M | – | 32 |
|
|
2018
Q4 | $1.75M | Hold |
17,926
| – | – | 0.67% | 21 |
|
|
2018
Q3 | $2.02M | Buy |
17,926
+696
| +4% | +$78.5K | 0.66% | 23 |
|
|
2018
Q2 | $1.8M | Hold |
17,230
| – | – | 0.62% | 27 |
|
|
2018
Q1 | $1.9M | Hold |
17,230
| – | – | 0.65% | 29 |
|
|
2017
Q4 | $1.84M | Hold |
17,230
| – | – | 0.66% | 36 |
|
|
2017
Q3 | $1.65M | Buy |
+17,230
| New | +$1.65M | 0.55% | 39 |
|
|
2016
Q4 | – | Sell |
-43,960
| Closed | -$2.93M | – | 42 |
|
|
2016
Q3 | $2.93M | Hold |
43,960
| – | – | 0.95% | 37 |
|
|
2016
Q2 | $2.73M | Sell |
43,960
-590
| -1% | -$36.7K | 0.98% | 34 |
|
|
2016
Q1 | $2.64M | Sell |
44,550
-360
| -0.8% | -$21.3K | 0.97% | 28 |
|
|
2015
Q4 | $2.97M | Buy |
+44,910
| New | +$2.97M | 1% | 27 |
|