LTI
JPM.PRB.CL
Laffer Tengler Investments’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-11,760
| Closed | -$316K | – | 219 |
|
|
2016
Q4 | $316K | Buy |
11,760
+1,061
| +10% | +$28.5K | 0.08% | 201 |
|
|
2016
Q3 | $303K | Buy |
10,699
+1,525
| +17% | +$43.1K | 0.08% | 192 |
|
|
2016
Q2 | $259K | Buy |
9,174
+712
| +8% | +$20.1K | 0.07% | 188 |
|
|
2016
Q1 | $234K | Buy |
+8,462
| New | +$234K | 0.06% | 194 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 225 |
|
|
2015
Q3 | – | Sell |
-7,814
| Closed | -$205K | – | 198 |
|
|
2015
Q2 | $205K | Sell |
7,814
-385
| -5% | -$10.1K | 0.05% | 199 |
|
|
2015
Q1 | $221K | Buy |
+8,199
| New | +$221K | 0.03% | 180 |
|
|
2014
Q4 | – | Sell |
-7,215
| Closed | -$184K | – | 181 |
|
|
2014
Q3 | $184K | Buy |
7,215
+2,628
| +57% | +$67.2K | 0.03% | 185 |
|
|
2014
Q2 | $119K | Buy |
+4,587
| New | +$119K | 0.02% | 192 |
|