Lenox Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $231K | Buy |
2,456
+306
| +14% | +$28.8K | 0.07% | 141 |
|
|
2020
Q1 | $193K | Buy |
2,150
+48
| +2% | +$4.31K | 0.07% | 142 |
|
|
2019
Q4 | $293K | Sell |
2,102
-476
| -18% | -$66.4K | 0.08% | 126 |
|
|
2019
Q3 | $303K | Buy |
2,578
+454
| +21% | +$53.4K | 0.09% | 113 |
|
|
2019
Q2 | $237K | Buy |
2,124
+289
| +16% | +$32.2K | 0.07% | 120 |
|
|
2019
Q1 | $186K | Buy |
1,835
+507
| +38% | +$51.4K | 0.06% | 130 |
|
|
2018
Q4 | $130K | Buy |
1,328
+90
| +7% | +$8.81K | 0.04% | 138 |
|
|
2018
Q3 | $140K | Sell |
1,238
-7
| -0.6% | -$792 | 0.04% | 163 |
|
|
2018
Q2 | $130K | Sell |
1,245
-3
| -0.2% | -$313 | 0.04% | 153 |
|
|
2018
Q1 | $137K | Sell |
1,248
-675
| -35% | -$74.1K | 0.04% | 153 |
|
|
2017
Q4 | $206K | Sell |
1,923
-129
| -6% | -$13.8K | 0.06% | 132 |
|
|
2017
Q3 | $195K | Buy |
2,052
+219
| +12% | +$20.8K | 0.07% | 137 |
|
|
2017
Q2 | $168K | Buy |
+1,833
| New | +$168K | 0.07% | 136 |
|
|
2015
Q4 | – | Sell |
-4,604
| Closed | -$281K | – | 261 |
|
|
2015
Q3 | $281K | Buy |
4,604
+31
| +0.7% | +$1.89K | 0.23% | 17 |
|
|
2015
Q2 | $310K | Buy |
4,573
+106
| +2% | +$7.19K | 0.23% | 16 |
|
|
2015
Q1 | $271K | Sell |
4,467
-363
| -8% | -$22K | 0.19% | 16 |
|
|
2014
Q4 | $302K | Buy |
4,830
+18
| +0.4% | +$1.13K | 0.2% | 22 |
|
|
2014
Q3 | $290K | Sell |
4,812
-103
| -2% | -$6.21K | 0.2% | 18 |
|
|
2014
Q2 | $283K | Sell |
4,915
-941
| -16% | -$54.2K | 0.19% | 20 |
|
|
2014
Q1 | $356K | Buy |
5,856
+82
| +1% | +$4.99K | 0.18% | 20 |
|
|
2013
Q4 | $338K | Buy |
+5,774
| New | +$338K | 0.22% | 22 |
|