Leonard Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-38,331
| Closed | -$2.4M | – | 138 |
|
|
2014
Q4 | $2.4M | Buy |
38,331
+13,000
| +51% | +$814K | 0.62% | 67 |
|
|
2014
Q3 | $1.53M | Hold |
25,331
| – | – | 0.56% | 84 |
|
|
2014
Q2 | $1.46M | Hold |
25,331
| – | – | 0.49% | 93 |
|
|
2014
Q1 | $1.54M | Hold |
25,331
| – | – | 0.55% | 87 |
|
|
2013
Q4 | $1.48M | Hold |
25,331
| – | – | 0.58% | 83 |
|
|
2013
Q3 | $1.31M | Hold |
25,331
| – | – | 0.52% | 87 |
|
|
2013
Q2 | $1.34M | Buy |
+25,331
| New | +$1.34M | 0.51% | 87 |
|