Lenox Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | $193K | Buy |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $186K | Buy |
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|
2018
Q4 | $130K | Buy |
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|
2018
Q3 | $140K | Sell |
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|
2018
Q2 | $130K | Sell |
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|
2018
Q1 | $137K | Sell |
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|
2017
Q4 | $206K | Sell |
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|
2017
Q3 | $195K | Buy |
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|
2017
Q2 | $168K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $281K | Buy |
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|
2015
Q2 | $310K | Buy |
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|
2015
Q1 | $271K | Sell |
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|
2014
Q4 | $302K | Buy |
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|
2014
Q3 | $290K | Sell |
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|
2014
Q2 | $283K | Sell |
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|
2014
Q1 | $356K | Buy |
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|
2013
Q4 | $338K | Buy |
|