KLWA
JPM.PRH
Kelly Lawrence W & Associates’s JPMorgan Chase & Co. JPM.PRH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,600
| Closed | -$477K | – | 163 |
|
|
2021
Q1 | $477K | Buy |
+18,600
| New | +$477K | 0.11% | 59 |
|
|
2020
Q1 | – | Sell |
-18,600
| Closed | -$480K | – | 140 |
|
|
2019
Q4 | $480K | Buy |
18,600
+6,500
| +54% | +$168K | 0.08% | 62 |
|
|
2019
Q3 | $313K | Hold |
12,100
| – | – | 0.05% | 71 |
|
|
2019
Q2 | $314K | Hold |
12,100
| – | – | 0.05% | 72 |
|
|
2019
Q1 | $317K | Hold |
12,100
| – | – | 0.06% | 71 |
|
|
2018
Q4 | $312K | Hold |
12,100
| – | – | 0.07% | 67 |
|
|
2018
Q3 | $312K | Hold |
12,100
| – | – | 0.05% | 78 |
|
|
2018
Q2 | $322K | Hold |
12,100
| – | – | 0.06% | 74 |
|
|
2018
Q1 | $320K | Hold |
12,100
| – | – | 0.06% | 76 |
|
|
2017
Q4 | $326K | Buy |
12,100
+1,300
| +12% | +$35K | 0.06% | 76 |
|
|
2017
Q3 | $293K | Hold |
10,800
| – | – | 0.06% | 79 |
|
|
2017
Q2 | $296K | Hold |
10,800
| – | – | 0.06% | 76 |
|
|
2017
Q1 | $287K | Buy |
10,800
+8,900
| +468% | +$237K | 0.06% | 80 |
|
|
2016
Q4 | $49K | Hold |
1,900
| – | – | 0.01% | 127 |
|
|
2016
Q3 | $52K | Hold |
1,900
| – | – | 0.01% | 129 |
|
|
2016
Q2 | $51K | Hold |
1,900
| – | – | 0.01% | 137 |
|
|
2016
Q1 | $50K | Buy |
+1,900
| New | +$50K | 0.01% | 122 |
|