Wells Fargo’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,398
| Closed | -$828K | – | 6247 |
|
|
2018
Q3 | $828K | Sell |
11,398
-2,160
| -16% | -$157K | ﹤0.01% | 4021 |
|
|
2018
Q2 | $860K | Sell |
13,558
-345
| -2% | -$21.9K | ﹤0.01% | 4034 |
|
|
2018
Q1 | $967K | Sell |
13,903
-642
| -4% | -$44.7K | ﹤0.01% | 3875 |
|
|
2017
Q4 | $966K | Buy |
14,545
+3,045
| +26% | +$202K | ﹤0.01% | 3892 |
|
|
2017
Q3 | $622K | Sell |
11,500
-1,750
| -13% | -$94.7K | ﹤0.01% | 4104 |
|
|
2017
Q2 | $666K | Buy |
13,250
+2,275
| +21% | +$114K | ﹤0.01% | 3947 |
|
|
2017
Q1 | $508K | Buy |
10,975
+2,750
| +33% | +$127K | ﹤0.01% | 4129 |
|
|
2016
Q4 | $364K | Sell |
8,225
-5,650
| -41% | -$250K | ﹤0.01% | 4276 |
|
|
2016
Q3 | $342K | Sell |
13,875
-5,300
| -28% | -$131K | ﹤0.01% | 4029 |
|
|
2016
Q2 | $389K | Sell |
19,175
-300
| -2% | -$6.09K | ﹤0.01% | 3950 |
|
|
2016
Q1 | $345K | Buy |
19,475
+1,750
| +10% | +$31K | ﹤0.01% | 3985 |
|
|
2015
Q4 | $420K | Buy |
17,725
+6,775
| +62% | +$161K | ﹤0.01% | 3904 |
|
|
2015
Q3 | $218K | Buy |
10,950
+3,400
| +45% | +$67.7K | ﹤0.01% | 4274 |
|
|
2015
Q2 | $186K | Sell |
7,550
-350
| -4% | -$8.62K | ﹤0.01% | 4504 |
|
|
2015
Q1 | $173K | Sell |
7,900
-4,100
| -34% | -$89.8K | ﹤0.01% | 4350 |
|
|
2014
Q4 | $250K | Sell |
12,000
-2,250
| -16% | -$46.9K | ﹤0.01% | 4201 |
|
|
2014
Q3 | $286K | Hold |
14,250
| – | – | ﹤0.01% | 4120 |
|
|
2014
Q2 | $276K | Buy |
14,250
+500
| +4% | +$9.68K | ﹤0.01% | 4145 |
|
|
2014
Q1 | $278K | Sell |
13,750
-5,850
| -30% | -$118K | ﹤0.01% | 4115 |
|
|
2013
Q4 | $380K | Sell |
19,600
-3,652
| -16% | -$70.8K | ﹤0.01% | 3895 |
|
|
2013
Q3 | $389K | Buy |
23,252
+2,684
| +13% | +$44.9K | ﹤0.01% | 3853 |
|
|
2013
Q2 | $321K | Buy |
+20,568
| New | +$321K | ﹤0.01% | 3867 |
|