LWM
LBA Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.13M | Sell |
24,190
-116
| -0.5% | -$10.2K | 1.12% | 14 |
|
|
2016
Q4 | $2.1M | Buy |
24,306
+369
| +2% | +$31.8K | 1.15% | 13 |
|
|
2016
Q3 | $1.59M | Buy |
23,937
+267
| +1% | +$17.8K | 0.9% | 17 |
|
|
2016
Q2 | $1.47M | Buy |
23,670
+228
| +1% | +$14.2K | 0.83% | 19 |
|
|
2016
Q1 | $1.39M | Sell |
23,442
-965
| -4% | -$57.1K | 0.8% | 17 |
|
|
2015
Q4 | $1.61M | Buy |
24,407
+625
| +3% | +$41.3K | 0.93% | 17 |
|
|
2015
Q3 | $1.45M | Sell |
23,782
-1,658
| -7% | -$101K | 0.91% | 16 |
|
|
2015
Q2 | $1.72M | Buy |
25,440
+55
| +0.2% | +$3.73K | 1.08% | 16 |
|
|
2015
Q1 | $1.54M | Buy |
25,385
+720
| +3% | +$43.6K | 0.97% | 18 |
|
|
2014
Q4 | $1.54M | Sell |
24,665
-2,034
| -8% | -$127K | 1.02% | 18 |
|
|
2014
Q3 | $1.61M | Buy |
26,699
+664
| +3% | +$40K | 1.12% | 16 |
|
|
2014
Q2 | $1.5M | Sell |
26,035
-396
| -1% | -$22.8K | 1.22% | 15 |
|
|
2014
Q1 | $1.61M | Sell |
26,431
-335
| -1% | -$20.3K | 1.31% | 13 |
|
|
2013
Q4 | $1.57M | Buy |
+26,766
| New | +$1.57M | 1.29% | 14 |
|