LWA
Lenox Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $387K | Buy |
2,897
+11
| +0.4% | +$1.47K | 0.05% | 74 |
|
|
2021
Q4 | $457K | Sell |
2,886
-188
| -6% | -$29.8K | 0.05% | 71 |
|
|
2021
Q3 | $503K | Sell |
3,074
-156
| -5% | -$25.5K | 0.06% | 64 |
|
|
2021
Q2 | $502K | Buy |
3,230
+904
| +39% | +$140K | 0.06% | 66 |
|
|
2021
Q1 | $354K | Sell |
2,326
-449
| -16% | -$68.3K | 0.05% | 62 |
|
|
2020
Q4 | $353K | Buy |
2,775
+723
| +35% | +$92K | 0.05% | 61 |
|
|
2020
Q3 | $198K | Sell |
2,052
-134
| -6% | -$12.9K | 0.03% | 79 |
|
|
2020
Q2 | $206K | Buy |
2,186
+227
| +12% | +$21.4K | 0.03% | 68 |
|
|
2020
Q1 | $176K | Sell |
1,959
-391
| -17% | -$35.1K | 0.03% | 69 |
|
|
2019
Q4 | $328K | Buy |
2,350
+333
| +17% | +$46.5K | 0.05% | 65 |
|
|
2019
Q3 | $237K | Buy |
2,017
+341
| +20% | +$40.1K | 0.04% | 70 |
|
|
2019
Q2 | $187K | Sell |
1,676
-235
| -12% | -$26.2K | 0.03% | 75 |
|
|
2019
Q1 | $193K | Sell |
1,911
-1
| -0.1% | -$101 | 0.04% | 69 |
|
|
2018
Q4 | $187K | Hold |
1,912
| – | – | 0.04% | 67 |
|
|
2018
Q3 | $216K | Sell |
1,912
-185
| -9% | -$20.9K | 0.04% | 71 |
|
|
2018
Q2 | $219K | Buy |
2,097
+204
| +11% | +$21.3K | 0.05% | 53 |
|
|
2018
Q1 | $208K | Buy |
1,893
+159
| +9% | +$17.5K | 0.05% | 55 |
|
|
2017
Q4 | $185K | Buy |
1,734
+1,723
| +15,664% | +$184K | 0.05% | 49 |
|
|
2017
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 204 |
|
|
2017
Q2 | – | Sell |
-34
| Closed | -$3K | – | 113 |
|
|
2017
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 83 |
|
|
2016
Q4 | – | Sell |
-997
| Closed | -$66K | – | 146 |
|
|
2016
Q3 | $66K | Sell |
997
-204
| -17% | -$13.5K | 0.02% | 69 |
|
|
2016
Q2 | $75K | Hold |
1,201
| – | – | 0.02% | 65 |
|
|
2016
Q1 | $71K | Sell |
1,201
-268
| -18% | -$15.8K | 0.02% | 68 |
|
|
2015
Q4 | $97K | Sell |
1,469
-450
| -23% | -$29.7K | 0.03% | 52 |
|
|
2015
Q3 | $117K | Buy |
1,919
+502
| +35% | +$30.6K | 0.04% | 44 |
|
|
2015
Q2 | $96K | Hold |
1,417
| – | – | 0.04% | 45 |
|
|
2015
Q1 | $86K | Hold |
1,417
| – | – | 0.03% | 54 |
|
|
2014
Q4 | $89K | Sell |
1,417
-262
| -16% | -$16.5K | 0.04% | 55 |
|
|
2014
Q3 | $101K | Sell |
1,679
-333
| -17% | -$20K | 0.04% | 42 |
|
|
2014
Q2 | $112K | Buy |
2,012
+693
| +53% | +$38.6K | 0.05% | 33 |
|
|
2014
Q1 | $80K | Sell |
1,319
-87
| -6% | -$5.28K | 0.05% | 43 |
|
|
2013
Q4 | $82K | Buy |
1,406
+668
| +91% | +$39K | 0.06% | 47 |
|
|
2013
Q3 | $38K | Sell |
738
-385
| -34% | -$19.8K | 0.04% | 43 |
|
|
2013
Q2 | $59K | Buy |
+1,123
| New | +$59K | 0.07% | 30 |
|