LBA Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.13M | Sell |
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|
2016
Q4 | $2.1M | Buy |
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|
2016
Q3 | $1.59M | Buy |
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|
2016
Q2 | $1.47M | Buy |
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|
2016
Q1 | $1.39M | Sell |
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|
2015
Q4 | $1.61M | Buy |
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|
2015
Q3 | $1.45M | Sell |
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|
2015
Q2 | $1.72M | Buy |
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|
2015
Q1 | $1.54M | Buy |
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|
2014
Q4 | $1.54M | Sell |
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|
2014
Q3 | $1.61M | Buy |
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|
2014
Q2 | $1.5M | Sell |
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|
2014
Q1 | $1.6M | Sell |
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|
2013
Q4 | $1.56M | Buy |
|