Lebenthal Holdings’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $5.77M | Buy |
92,859
+21,728
| +31% | +$1.35M | 0.72% | 32 |
|
|
2016
Q1 | $4.21M | Buy |
71,131
+19,725
| +38% | +$1.17M | 0.74% | 30 |
|
|
2015
Q4 | $3.39M | Sell |
51,406
-1,999
| -4% | -$132K | 0.8% | 31 |
|
|
2015
Q3 | $3.26M | Sell |
53,405
-14,298
| -21% | -$872K | 0.75% | 23 |
|
|
2015
Q2 | $4.59M | Buy |
67,703
+21,141
| +45% | +$1.43M | 0.94% | 11 |
|
|
2015
Q1 | $2.82M | Buy |
46,562
+13,894
| +43% | +$842K | 0.66% | 32 |
|
|
2014
Q4 | $2.04M | Buy |
+32,668
| New | +$2.04M | 0.9% | 30 |
|