LGC
Laurel Grove Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $4.63M | Sell |
41,005
-2,900
| -7% | -$327K | 2.34% | 15 |
|
|
2018
Q2 | $4.58M | Buy |
43,905
+400
| +0.9% | +$41.7K | 2.43% | 14 |
|
|
2018
Q1 | $4.78M | Sell |
43,505
-880
| -2% | -$96.8K | 2.57% | 10 |
|
|
2017
Q4 | $4.75M | Sell |
44,385
-2,240
| -5% | -$240K | 2.46% | 10 |
|
|
2017
Q3 | $4.45M | Sell |
46,625
-2,200
| -5% | -$210K | 2.32% | 10 |
|
|
2017
Q2 | $4.46M | Buy |
48,825
+663
| +1% | +$60.6K | 2.36% | 12 |
|
|
2017
Q1 | $4.23M | Sell |
48,162
-1,150
| -2% | -$101K | 2.23% | 12 |
|
|
2016
Q4 | $4.26M | Sell |
49,312
-538
| -1% | -$46.4K | 2.32% | 12 |
|
|
2016
Q3 | $3.32M | Sell |
49,850
-3,200
| -6% | -$213K | 1.9% | 17 |
|
|
2016
Q2 | $3.3M | Sell |
53,050
-1,050
| -2% | -$65.3K | 1.98% | 17 |
|
|
2016
Q1 | $3.2M | Sell |
54,100
-400
| -0.7% | -$23.7K | 1.82% | 18 |
|
|
2015
Q4 | $3.6M | Buy |
54,500
+31,150
| +133% | +$2.06M | 2.02% | 15 |
|
|
2015
Q3 | $1.42M | Buy |
23,350
+6,800
| +41% | +$415K | 0.82% | 48 |
|
|
2015
Q2 | $1.12M | Buy |
+16,550
| New | +$1.12M | 0.6% | 59 |
|