Western Standard LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,484
| Closed | -$844K | – | 49 |
|
|
2018
Q3 | $844K | Buy |
7,484
+734
| +11% | +$82.8K | 0.75% | 30 |
|
|
2018
Q2 | $703K | Hold |
6,750
| – | – | 0.71% | 34 |
|
|
2018
Q1 | $742K | Sell |
6,750
-550
| -8% | -$60.5K | 0.66% | 37 |
|
|
2017
Q4 | $781K | Hold |
7,300
| – | – | 0.91% | 34 |
|
|
2017
Q3 | $697K | Hold |
7,300
| – | – | 0.92% | 23 |
|
|
2017
Q2 | $667K | Buy |
+7,300
| New | +$667K | 0.91% | 24 |
|