Landsberg Bennett & Dubbaneh’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $8.42M | Buy |
50,403
+266
| +0.5% | +$44.5K | 1.07% | 16 |
|
2021
Q2 | $7.73M | Buy |
50,137
+325
| +0.7% | +$50.1K | 1% | 20 |
|
2021
Q1 | $7.66M | Sell |
49,812
-5,191
| -9% | -$798K | 1.1% | 17 |
|
2020
Q4 | $6.99M | Sell |
55,003
-768
| -1% | -$97.6K | 1.07% | 19 |
|
2020
Q3 | $5.32M | Sell |
55,771
-200
| -0.4% | -$19.1K | 0.93% | 25 |
|
2020
Q2 | $5.21M | Buy |
55,971
+4,605
| +9% | +$428K | 1.08% | 19 |
|
2020
Q1 | $4.5M | Sell |
51,366
-2,327
| -4% | -$204K | 1.25% | 22 |
|
2019
Q4 | $7.44M | Buy |
53,693
+282
| +0.5% | +$39.1K | 1.75% | 9 |
|
2019
Q3 | $6.29M | Buy |
53,411
+56
| +0.1% | +$6.59K | 1.69% | 10 |
|
2019
Q2 | $6.07M | Sell |
53,355
-1,247
| -2% | -$142K | 1.59% | 10 |
|
2019
Q1 | $5.75M | Buy |
54,602
+13,029
| +31% | +$1.37M | 1.35% | 11 |
|
2018
Q4 | $4.06M | Buy |
+41,573
| New | +$4.06M | 1.56% | 7 |
|