Lau Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3M | Sell |
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|
2019
Q3 | $2.57M | Sell |
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|
2019
Q2 | $2.7M | Hold |
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|
2019
Q1 | $2.44M | Sell |
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|
2018
Q4 | $2.55M | Buy |
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|
2018
Q3 | $2M | Buy |
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|
2018
Q2 | $1.31M | Hold |
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|
2018
Q1 | $1.39M | Sell |
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|
2017
Q4 | $1.52M | Buy |
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|
2017
Q3 | $1.28M | Sell |
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|
2017
Q2 | $1.59M | Buy |
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|
2017
Q1 | $1.01M | Buy |
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|
2016
Q4 | $790K | Buy |
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|
2016
Q3 | $559K | Sell |
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|
2016
Q2 | $554K | Hold |
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|
2016
Q1 | $528K | Buy |
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|
2015
Q4 | $555K | Hold |
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|
2015
Q3 | $512K | Hold |
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|
2015
Q2 | $569K | Hold |
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|
2015
Q1 | $509K | Hold |
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|
2014
Q4 | $526K | Hold |
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|
2014
Q3 | $506K | Hold |
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|
2014
Q2 | $484K | Hold |
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|
2014
Q1 | $510K | Hold |
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|
2013
Q4 | $491K | Hold |
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|
2013
Q3 | $434K | Sell |
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|
2013
Q2 | $591K | Buy |
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