Winthrop Partners - WNY’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $5.59M | Buy |
47,484
+1,032
| +2% | +$121K | 3.78% | 1 |
|
|
2019
Q2 | $5.19M | Buy |
46,452
+505
| +1% | +$56.5K | 3.89% | 1 |
|
|
2019
Q1 | $4.81M | Buy |
45,947
+2,205
| +5% | +$231K | 3.75% | 1 |
|
|
2018
Q4 | $4.27M | Sell |
43,742
-398
| -0.9% | -$38.9K | 3.99% | 2 |
|
|
2018
Q3 | $4.98M | Buy |
44,140
+2,302
| +6% | +$260K | 4.03% | 2 |
|
|
2018
Q2 | $4.36M | Buy |
41,838
+378
| +0.9% | +$39.4K | 3.63% | 2 |
|
|
2018
Q1 | $4.58M | Buy |
41,460
+102
| +0.2% | +$11.3K | 3.52% | 2 |
|
|
2017
Q4 | $4.88M | Buy |
+41,358
| New | +$4.88M | 3.98% | 2 |
|