WFG Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.42M | Buy |
15,519
+5,507
| +55% | +$503K | 0.32% | 87 |
|
|
2017
Q1 | $879K | Sell |
10,012
-254
| -2% | -$22.3K | 0.23% | 101 |
|
|
2016
Q4 | $886K | Sell |
10,266
-10,624
| -51% | -$917K | 0.22% | 110 |
|
|
2016
Q3 | $1.39M | Buy |
20,890
+4,036
| +24% | +$269K | 0.35% | 77 |
|
|
2016
Q2 | $1.05M | Buy |
16,854
+648
| +4% | +$40.3K | 0.28% | 92 |
|
|
2016
Q1 | $960K | Buy |
16,206
+1,637
| +11% | +$97K | 0.28% | 88 |
|
|
2015
Q4 | $962K | Buy |
14,569
+449
| +3% | +$29.6K | 0.29% | 82 |
|
|
2015
Q3 | $861K | Buy |
14,120
+330
| +2% | +$20.1K | 0.27% | 86 |
|
|
2015
Q2 | $934K | Buy |
13,790
+1,356
| +11% | +$91.8K | 0.26% | 85 |
|
|
2015
Q1 | $753K | Sell |
12,434
-6,122
| -33% | -$371K | 0.21% | 111 |
|
|
2014
Q4 | $1.16M | Sell |
18,556
-1,452
| -7% | -$90.8K | 0.23% | 97 |
|
|
2014
Q3 | $1.21M | Sell |
20,008
-263
| -1% | -$15.8K | 0.23% | 99 |
|
|
2014
Q2 | $1.17M | Sell |
20,271
-669
| -3% | -$38.5K | 0.22% | 107 |
|
|
2014
Q1 | $1.27M | Sell |
20,940
-17,706
| -46% | -$1.07M | 0.26% | 86 |
|
|
2013
Q4 | $2.26M | Sell |
38,646
-709
| -2% | -$41.5K | 0.32% | 61 |
|
|
2013
Q3 | $2.03M | Sell |
39,355
-1,892
| -5% | -$97.8K | 0.31% | 69 |
|
|
2013
Q2 | $2.18M | Buy |
+41,247
| New | +$2.18M | 0.36% | 61 |
|