WIM
JPM.WS
Wittenberg Investment Management’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,100
| Closed | -$1.1M | – | 87 |
|
|
2018
Q3 | $1.1M | Hold |
15,100
| – | – | 0.45% | 39 |
|
|
2018
Q2 | $958K | Hold |
15,100
| – | – | 0.4% | 39 |
|
|
2018
Q1 | $1.05M | Hold |
15,100
| – | – | 0.45% | 38 |
|
|
2017
Q4 | $1M | Hold |
15,100
| – | – | 0.44% | 36 |
|
|
2017
Q3 | $816K | Hold |
15,100
| – | – | 0.35% | 43 |
|
|
2017
Q2 | $759K | Hold |
15,100
| – | – | 0.35% | 42 |
|
|
2017
Q1 | $699K | Sell |
15,100
-33,495
| -69% | -$1.55M | 0.34% | 42 |
|
|
2016
Q4 | $2.15M | Buy |
+48,595
| New | +$2.15M | 0.98% | 28 |
|