William Blair & Company’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$145K | – | 1839 |
|
|
2018
Q3 | $145K | Hold |
2,000
| – | – | ﹤0.01% | 1335 |
|
|
2018
Q2 | $127K | Hold |
2,000
| – | – | ﹤0.01% | 1324 |
|
|
2018
Q1 | $139K | Hold |
2,000
| – | – | ﹤0.01% | 1237 |
|
|
2017
Q4 | $133K | Hold |
2,000
| – | – | ﹤0.01% | 1299 |
|
|
2017
Q3 | $108K | Buy |
+2,000
| New | +$108K | ﹤0.01% | 1300 |
|