Winthrop Partners - WNY’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
Q3
$5.59M Buy
2019
Q2
$5.19M Buy
2019
Q1
$4.81M Buy
2018
Q4
$4.27M Sell
2018
Q3
$4.98M Buy
2018
Q2
$4.36M Buy
2018
Q1
$4.58M Buy
2017
Q4
$4.88M Buy