Williams Jones & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $59.1M | Sell |
|
|||||
|
2019
Q1 | $53.6M | Sell |
|
|||||
|
2018
Q4 | $51.8M | Sell |
|
|||||
|
2018
Q3 | $60.1M | Buy |
|
|||||
|
2018
Q2 | $55.3M | Sell |
|
|||||
|
2018
Q1 | $58.4M | Buy |
|
|||||
|
2017
Q4 | $55.5M | Buy |
|
|||||
|
2017
Q3 | $47M | Buy |
|
|||||
|
2017
Q2 | $44.6M | Buy |
|
|||||
|
2017
Q1 | $39.4M | Buy |
|
|||||
|
2016
Q4 | $38.3M | Buy |
|
|||||
|
2016
Q3 | $23.1M | Sell |
|
|||||
|
2016
Q2 | $25.9M | Sell |
|
|||||
|
2016
Q1 | $25.3M | Buy |
|
|||||
|
2015
Q4 | $23.1M | Sell |
|
|||||
|
2015
Q3 | $22.6M | Sell |
|
|||||
|
2015
Q2 | $25.2M | Buy |
|
|||||
|
2015
Q1 | $20.9M | Sell |
|
|||||
|
2014
Q4 | $21.7M | Buy |
|
|||||
|
2014
Q3 | $20.5M | Sell |
|
|||||
|
2014
Q2 | $19.8M | Sell |
|
|||||
|
2014
Q1 | $64.2M | Buy |
|
|||||
|
2013
Q4 | $28M | Buy |
|
|||||
|
2013
Q3 | $18M | Sell |
|
|||||
|
2013
Q2 | $31.8M | Buy |
|