Lenox Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $387K | Buy |
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|
2021
Q4 | $457K | Sell |
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|
2021
Q3 | $503K | Sell |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $198K | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | $176K | Sell |
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|
2019
Q4 | $328K | Buy |
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|
2019
Q3 | $237K | Buy |
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|
2019
Q2 | $187K | Sell |
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|
2019
Q1 | $193K | Sell |
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|
2018
Q4 | $187K | Hold |
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|
2018
Q3 | $216K | Sell |
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|
2018
Q2 | $219K | Buy |
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|
2018
Q1 | $208K | Buy |
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|
2017
Q4 | $185K | Buy |
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|
2017
Q3 | $1K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $66K | Sell |
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|
2016
Q2 | $75K | Hold |
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|
2016
Q1 | $71K | Sell |
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|
2015
Q4 | $97K | Sell |
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|
2015
Q3 | $117K | Buy |
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|
2015
Q2 | $96K | Hold |
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|
2015
Q1 | $86K | Hold |
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|
2014
Q4 | $89K | Sell |
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|
2014
Q3 | $101K | Sell |
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|
2014
Q2 | $112K | Buy |
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|
2014
Q1 | $80K | Sell |
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|
2013
Q4 | $82K | Buy |
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|
2013
Q3 | $38K | Sell |
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|
2013
Q2 | $59K | Buy |
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