West Family Investments’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.84M | Sell |
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|
2017
Q3 | $1.9K | Hold |
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|
2017
Q2 | $1.77M | Hold |
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|
2017
Q1 | $1.63M | Sell |
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|
2016
Q4 | $2.22M | Sell |
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|
2016
Q3 | $1.73M | Hold |
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|
2016
Q2 | $1.42M | Hold |
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|
2016
Q1 | $1.24M | Hold |
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|
2015
Q4 | $1.66M | Buy |
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|
2015
Q3 | – | Hold |
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|
2015
Q2 | – | Hold |
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|
2015
Q1 | – | Hold |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.19M | Hold |
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|
2014
Q2 | $2.1M | Buy |
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|
2014
Q1 | – | Hold |
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|
2013
Q4 | – | Hold |
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|
2013
Q3 | – | Hold |
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|
2013
Q2 | – | Hold |
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