LA
Lau Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3M | Sell |
21,525
-325
| -1% | -$45.3K | 1.49% | 16 |
|
|
2019
Q3 | $2.57M | Sell |
21,850
-2,300
| -10% | -$271K | 1.36% | 18 |
|
|
2019
Q2 | $2.7M | Hold |
24,150
| – | – | 1.29% | 18 |
|
|
2019
Q1 | $2.45M | Sell |
24,150
-2,000
| -8% | -$202K | 1.26% | 18 |
|
|
2018
Q4 | $2.55M | Buy |
26,150
+8,400
| +47% | +$820K | 1.42% | 16 |
|
|
2018
Q3 | $2M | Buy |
17,750
+5,158
| +41% | +$582K | 1.14% | 25 |
|
|
2018
Q2 | $1.31M | Hold |
12,592
| – | – | 0.9% | 39 |
|
|
2018
Q1 | $1.39M | Sell |
12,592
-1,647
| -12% | -$181K | 1.08% | 36 |
|
|
2017
Q4 | $1.52M | Buy |
14,239
+833
| +6% | +$89.1K | 1.19% | 30 |
|
|
2017
Q3 | $1.28M | Sell |
13,406
-3,984
| -23% | -$380K | 0.99% | 36 |
|
|
2017
Q2 | $1.59M | Buy |
17,390
+5,880
| +51% | +$537K | 1.27% | 21 |
|
|
2017
Q1 | $1.01M | Buy |
11,510
+2,360
| +26% | +$207K | 0.9% | 45 |
|
|
2016
Q4 | $790K | Buy |
9,150
+750
| +9% | +$64.8K | 0.8% | 43 |
|
|
2016
Q3 | $559K | Sell |
8,400
-513
| -6% | -$34.1K | 0.57% | 46 |
|
|
2016
Q2 | $554K | Hold |
8,913
| – | – | 0.58% | 46 |
|
|
2016
Q1 | $528K | Buy |
8,913
+513
| +6% | +$30.4K | 0.55% | 46 |
|
|
2015
Q4 | $555K | Hold |
8,400
| – | – | 0.6% | 43 |
|
|
2015
Q3 | $512K | Hold |
8,400
| – | – | 0.6% | 42 |
|
|
2015
Q2 | $569K | Hold |
8,400
| – | – | 0.56% | 42 |
|
|
2015
Q1 | $509K | Hold |
8,400
| – | – | 0.49% | 42 |
|
|
2014
Q4 | $526K | Hold |
8,400
| – | – | 0.48% | 43 |
|
|
2014
Q3 | $506K | Hold |
8,400
| – | – | 0.47% | 42 |
|
|
2014
Q2 | $484K | Hold |
8,400
| – | – | 0.44% | 41 |
|
|
2014
Q1 | $510K | Hold |
8,400
| – | – | 0.46% | 43 |
|
|
2013
Q4 | $491K | Hold |
8,400
| – | – | 0.44% | 43 |
|
|
2013
Q3 | $434K | Sell |
8,400
-2,790
| -25% | -$144K | 0.36% | 43 |
|
|
2013
Q2 | $591K | Buy |
+11,190
| New | +$591K | 0.5% | 37 |
|