J.P. Morgan Private Wealth Advisors’s LendingClub LC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-154,894
| Closed | -$2.39M | – | 1425 |
|
|
2019
Q1 | $2.39M | Sell |
154,894
-3,039
| -2% | -$47K | 0.01% | 572 |
|
|
2018
Q4 | $2.08M | Sell |
157,933
-6,033
| -4% | -$79.3K | 0.01% | 560 |
|
|
2018
Q3 | $3.18M | Hold |
163,966
| – | – | 0.02% | 524 |
|
|
2018
Q2 | $3.11M | Buy |
163,966
+683
| +0.4% | +$12.9K | 0.02% | 509 |
|
|
2018
Q1 | $2.86M | Buy |
163,283
+3,014
| +2% | +$52.7K | 0.02% | 422 |
|
|
2017
Q4 | $3.31M | Sell |
160,269
-239
| -0.1% | -$4.94K | 0.02% | 391 |
|
|
2017
Q3 | $4.89M | Buy |
160,508
+8,650
| +6% | +$263K | 0.04% | 318 |
|
|
2017
Q2 | $4.18M | Buy |
151,858
+53
| +0% | +$1.46K | 0.03% | 332 |
|
|
2017
Q1 | $4.17M | Buy |
151,805
+136
| +0.1% | +$3.73K | 0.03% | 334 |
|
|
2016
Q4 | $3.98M | Buy |
151,669
+1,725
| +1% | +$45.3K | 0.03% | 314 |
|
|
2016
Q3 | $4.63M | Buy |
149,944
+519
| +0.3% | +$16K | 0.04% | 291 |
|
|
2016
Q2 | $3.21M | Buy |
149,425
+136,535
| +1,059% | +$2.94M | 0.03% | 343 |
|
|
2016
Q1 | $535K | Buy |
+12,890
| New | +$535K | 0.01% | 739 |
|