WFI
JPM.WS
West Family Investments’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-27,700
| Closed | -$1.84M | – | 91 |
|
|
2017
Q4 | $1.84M | Sell |
27,700
-7,500
| -21% | -$498K | 0.47% | 48 |
|
|
2017
Q3 | $1.9K | Hold |
35,200
| – | – | 0.23% | 45 |
|
|
2017
Q2 | $1.77M | Hold |
35,200
| – | – | 0.39% | 49 |
|
|
2017
Q1 | $1.63M | Sell |
35,200
-15,000
| -30% | -$695K | 0.31% | 51 |
|
|
2016
Q4 | $2.22M | Sell |
50,200
-20,000
| -28% | -$885K | 0.39% | 47 |
|
|
2016
Q3 | $1.73M | Hold |
70,200
| – | – | 0.32% | 54 |
|
|
2016
Q2 | $1.42M | Hold |
70,200
| – | – | 0.26% | 61 |
|
|
2016
Q1 | $1.24M | Hold |
70,200
| – | – | 0.2% | 64 |
|
|
2015
Q4 | $1.66M | Buy |
+70,200
| New | +$1.66M | 0.43% | 52 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 109 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 109 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 111 |
|
|
2014
Q4 | – | Sell |
-108,800
| Closed | -$2.19M | – | 110 |
|
|
2014
Q3 | $2.19M | Hold |
108,800
| – | – | 0.46% | 38 |
|
|
2014
Q2 | $2.1M | Buy |
+108,800
| New | +$2.1M | 0.44% | 41 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 106 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 99 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 93 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 92 |
|