LDFR
Lehman & Derafelo Financial Resources’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $639K | Buy |
4,763
+2,209
| +86% | +$296K | 0.19% | 56 |
|
|
2022
Q3 | $267K | Sell |
2,554
-1,400
| -35% | -$146K | 0.08% | 80 |
|
|
2022
Q2 | $445K | Sell |
3,954
-33
| -0.8% | -$3.71K | 0.14% | 62 |
|
|
2022
Q1 | $543K | Buy |
3,987
+1,411
| +55% | +$192K | 0.15% | 60 |
|
|
2021
Q4 | $408K | Buy |
2,576
+12
| +0.5% | +$1.9K | 0.12% | 68 |
|
|
2021
Q3 | $420K | Buy |
2,564
+143
| +6% | +$23.4K | 0.14% | 67 |
|
|
2021
Q2 | $377K | Buy |
2,421
+56
| +2% | +$8.72K | 0.1% | 80 |
|
|
2021
Q1 | $360K | Buy |
2,365
+281
| +13% | +$42.8K | 0.1% | 82 |
|
|
2020
Q4 | $265K | Hold |
2,084
| – | – | 0.08% | 94 |
|
|
2020
Q3 | $201K | Sell |
2,084
-500
| -19% | -$48.2K | 0.06% | 98 |
|
|
2020
Q2 | $243K | Sell |
2,584
-794
| -24% | -$74.7K | 0.08% | 81 |
|
|
2020
Q1 | $304K | Buy |
3,378
+70
| +2% | +$6.3K | 0.13% | 68 |
|
|
2019
Q4 | $461K | Buy |
3,308
+38
| +1% | +$5.3K | 0.17% | 62 |
|
|
2019
Q3 | $385K | Hold |
3,270
| – | – | 0.15% | 65 |
|
|
2019
Q2 | $371K | Buy |
+3,270
| New | +$371K | 0.15% | 63 |
|