LAM
Lebenthal Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $7.17M | Buy |
81,562
+1,980
| +2% | +$174K | 0.89% | 26 |
|
|
2016
Q4 | $6.87M | Buy |
79,582
+470
| +0.6% | +$40.6K | 0.88% | 27 |
|
|
2016
Q3 | $5.27M | Sell |
79,112
-4,139
| -5% | -$276K | 0.68% | 34 |
|
|
2016
Q2 | $5.17M | Buy |
83,251
+69,031
| +485% | +$4.29M | 0.67% | 37 |
|
|
2016
Q1 | $842K | Buy |
+14,220
| New | +$842K | 0.34% | 53 |
|