Ladenburg Thalmann Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $64.3M | Buy |
503,775
+48,207
| +11% | +$6.15M | 0.4% | 48 |
|
|
2019
Q3 | $53.6M | Sell |
455,568
-24,368
| -5% | -$2.87M | 0.37% | 53 |
|
|
2019
Q2 | $53.9M | Buy |
479,936
+25,459
| +6% | +$2.86M | 0.39% | 52 |
|
|
2019
Q1 | $46.1M | Buy |
454,477
+22,180
| +5% | +$2.25M | 0.35% | 54 |
|
|
2018
Q4 | $42.3M | Buy |
432,297
+3,000
| +0.7% | +$294K | 0.38% | 52 |
|
|
2018
Q3 | $48.5M | Buy |
429,297
+42,232
| +11% | +$4.77M | 0.41% | 49 |
|
|
2018
Q2 | $42.5M | Hold |
387,065
| – | – | 0.4% | 49 |
|
|
2018
Q1 | $42.5M | Buy |
387,065
+21,162
| +6% | +$2.32M | 0.4% | 49 |
|
|
2017
Q4 | $39.1M | Buy |
365,903
+20,602
| +6% | +$2.2M | 0.37% | 54 |
|
|
2017
Q3 | $33M | Sell |
345,301
-27,491
| -7% | -$2.63M | 0.36% | 59 |
|
|
2017
Q2 | $34.1M | Buy |
372,792
+27,410
| +8% | +$2.5M | 0.4% | 48 |
|
|
2017
Q1 | $30.3M | Buy |
345,382
+7,052
| +2% | +$620K | 0.38% | 51 |
|
|
2016
Q4 | $28.5M | Buy |
338,330
+64,076
| +23% | +$5.41M | 0.4% | 52 |
|
|
2016
Q3 | $18.3M | Buy |
274,254
+37,210
| +16% | +$2.48M | 0.27% | 78 |
|
|
2016
Q2 | $14.7M | Sell |
237,044
-3,163
| -1% | -$196K | 0.23% | 99 |
|
|
2016
Q1 | $14.3M | Buy |
240,207
+26,948
| +13% | +$1.6M | 0.25% | 93 |
|
|
2015
Q4 | $14.1M | Buy |
213,259
+22,049
| +12% | +$1.45M | 0.26% | 92 |
|
|
2015
Q3 | $11.6M | Sell |
191,210
-43,007
| -18% | -$2.61M | 0.24% | 102 |
|
|
2015
Q2 | $15.9M | Buy |
234,217
+179
| +0.1% | +$12.1K | 0.29% | 82 |
|
|
2015
Q1 | $14.2M | Buy |
234,038
+57,323
| +32% | +$3.47M | 0.27% | 82 |
|
|
2014
Q4 | $11M | Buy |
176,715
+91,055
| +106% | +$5.68M | 0.24% | 95 |
|
|
2014
Q3 | $5.16M | Buy |
85,660
+1,075
| +1% | +$64.7K | 0.14% | 139 |
|
|
2014
Q2 | $4.87M | Buy |
84,585
+3,331
| +4% | +$192K | 0.13% | 138 |
|
|
2014
Q1 | $4.93M | Buy |
81,254
+2,599
| +3% | +$158K | 0.14% | 118 |
|
|
2013
Q4 | $4.6M | Sell |
78,655
-2,115
| -3% | -$124K | 0.14% | 120 |
|
|
2013
Q3 | $4.18M | Sell |
80,770
-30,539
| -27% | -$1.58M | 0.14% | 133 |
|
|
2013
Q2 | $5.89M | Buy |
+111,309
| New | +$5.89M | 0.21% | 94 |
|