WFG Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.42M | Buy |
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|
2017
Q1 | $879K | Sell |
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|
2016
Q4 | $886K | Sell |
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|
2016
Q3 | $1.39M | Buy |
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|
2016
Q2 | $1.05M | Buy |
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|
2016
Q1 | $960K | Buy |
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|
2015
Q4 | $962K | Buy |
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|
2015
Q3 | $861K | Buy |
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|
2015
Q2 | $934K | Buy |
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|
2015
Q1 | $753K | Sell |
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|
2014
Q4 | $1.16M | Sell |
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|
2014
Q3 | $1.21M | Sell |
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|
2014
Q2 | $1.17M | Sell |
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|
2014
Q1 | $1.27M | Sell |
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|
2013
Q4 | $2.26M | Sell |
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|
2013
Q3 | $2.03M | Sell |
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|
2013
Q2 | $2.18M | Buy |
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