Wheatland Advisors’s JPMorgan Chase JPM Stock Holding History

Wheatland Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$759K	Sell
2019 Q3	$758K	Sell
2019 Q2	$1.01M	Hold
2019 Q1	$919K	Hold
2018 Q4	$887K	Hold
2018 Q3	$1.02M	Hold
2018 Q2	$946K	Hold
2018 Q1	$999K	Hold
2017 Q4	$971K	Sell
2017 Q3	$870K	Sell
2017 Q2	$833K	Hold
2017 Q1	$801K	Hold
2016 Q4	$787K	Sell
2016 Q3	$610K	Hold
2016 Q2	$569K	Sell
2016 Q1	$566K	Hold
2015 Q4	$631K	Hold
2015 Q3	$583K	Hold
2015 Q2	$648K	Hold
2015 Q1	$579K	Buy
2014 Q4	$597K	Hold
2014 Q3	$574K	Hold
2014 Q2	$549K	Hold
2014 Q1	$579K	Hold
2013 Q4	$558K	Buy