LBC
Lawrence B. Cohen’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,923
| Closed | -$2.31M | – | 31 |
|
|
2023
Q3 | $2.31M | Sell |
15,923
-10,359
| -39% | -$1.5M | 1.56% | 31 |
|
|
2023
Q2 | $3.82M | Sell |
26,282
-4,365
| -14% | -$635K | 2.45% | 7 |
|
|
2023
Q1 | $3.99M | Sell |
30,647
-13,406
| -30% | -$1.75M | 2.68% | 5 |
|
|
2022
Q4 | $5.91M | Buy |
44,053
+12,414
| +39% | +$1.66M | 3.09% | 3 |
|
|
2022
Q3 | $3.31M | Buy |
31,639
+438
| +1% | +$45.8K | 2.55% | 5 |
|
|
2022
Q2 | $3.51M | Buy |
31,201
+421
| +1% | +$47.4K | 2.5% | 7 |
|
|
2022
Q1 | $4.2M | Sell |
30,780
-12,309
| -29% | -$1.68M | 2.49% | 6 |
|
|
2021
Q4 | $6.82M | Buy |
43,089
+9,986
| +30% | +$1.58M | 2.66% | 8 |
|
|
2021
Q3 | $5.42M | Sell |
33,103
-2,374
| -7% | -$389K | 2.86% | 5 |
|
|
2021
Q2 | $5.52M | Sell |
35,477
-920
| -3% | -$143K | 2.81% | 5 |
|
|
2021
Q1 | $5.54M | Sell |
36,397
-1,259
| -3% | -$192K | 3% | 5 |
|
|
2020
Q4 | $4.79M | Sell |
37,656
-120
| -0.3% | -$15.2K | 2.66% | 7 |
|
|
2020
Q3 | $3.64M | Buy |
37,776
+966
| +3% | +$93K | 2.21% | 14 |
|
|
2020
Q2 | $3.46M | Buy |
36,810
+830
| +2% | +$78.1K | 2.31% | 13 |
|
|
2020
Q1 | $3.24M | Sell |
35,980
-667
| -2% | -$60K | 2.54% | 11 |
|
|
2019
Q4 | $5.11M | Buy |
36,647
+836
| +2% | +$117K | 3.02% | 5 |
|
|
2019
Q3 | $4.21M | Buy |
35,811
+2,536
| +8% | +$298K | 2.76% | 8 |
|
|
2019
Q2 | $3.72M | Sell |
33,275
-285
| -0.8% | -$31.9K | 2.57% | 11 |
|
|
2019
Q1 | $3.4M | Buy |
33,560
+339
| +1% | +$34.3K | 2.39% | 15 |
|
|
2018
Q4 | $3.24M | Buy |
33,221
+330
| +1% | +$32.2K | 2.52% | 15 |
|
|
2018
Q3 | $3.71M | Buy |
32,891
+358
| +1% | +$40.4K | 2.52% | 16 |
|
|
2018
Q2 | $3.39M | Sell |
32,533
-2,480
| -7% | -$258K | 2.43% | 17 |
|
|
2018
Q1 | $3.85M | Sell |
35,013
-3,715
| -10% | -$408K | 2.58% | 14 |
|
|
2017
Q4 | $4.14M | Sell |
38,728
-428
| -1% | -$45.8K | 2.63% | 16 |
|
|
2017
Q3 | $3.74M | Sell |
39,156
-764
| -2% | -$73K | 2.44% | 18 |
|
|
2017
Q2 | $3.65M | Buy |
39,920
+7,885
| +25% | +$721K | 2.33% | 19 |
|
|
2017
Q1 | $2.81M | Buy |
32,035
+240
| +0.8% | +$21.1K | 1.73% | 25 |
|
|
2016
Q4 | $2.74M | Buy |
31,795
+3,195
| +11% | +$276K | 1.67% | 24 |
|
|
2016
Q3 | $1.9M | Buy |
28,600
+1,995
| +7% | +$133K | 1.13% | 30 |
|
|
2016
Q2 | $1.65M | Buy |
26,605
+2,590
| +11% | +$161K | 0.99% | 30 |
|
|
2016
Q1 | $1.42M | Buy |
24,015
+155
| +0.6% | +$9.18K | 0.93% | 32 |
|
|
2015
Q4 | $1.58M | Buy |
23,860
+770
| +3% | +$50.8K | 1.07% | 29 |
|
|
2015
Q3 | $1.41M | Buy |
23,090
+1,952
| +9% | +$119K | 0.98% | 29 |
|
|
2015
Q2 | $1.43M | Buy |
21,138
+125
| +0.6% | +$8.47K | 0.9% | 30 |
|
|
2015
Q1 | $1.27M | Buy |
21,013
+435
| +2% | +$26.4K | 0.78% | 31 |
|
|
2014
Q4 | $1.29M | Sell |
20,578
-52
| -0.3% | -$3.26K | 0.77% | 31 |
|
|
2014
Q3 | $1.24M | Sell |
20,630
-625
| -3% | -$37.7K | 0.82% | 31 |
|
|
2014
Q2 | $1.23M | Sell |
21,255
-880
| -4% | -$50.7K | 0.8% | 30 |
|
|
2014
Q1 | $1.34M | Sell |
22,135
-200
| -0.9% | -$12.1K | 0.93% | 31 |
|
|
2013
Q4 | $1.31M | Sell |
22,335
-275
| -1% | -$16.1K | 0.93% | 30 |
|
|
2013
Q3 | $1.17M | Buy |
22,610
+1,600
| +8% | +$82.7K | 0.88% | 31 |
|
|
2013
Q2 | $1.11M | Buy |
+21,010
| New | +$1.11M | 0.82% | 31 |
|