LP
LGL Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,197
| Closed | -$506K | – | 108 |
|
|
2021
Q4 | $506K | Buy |
+3,197
| New | +$506K | 0.06% | 64 |
|
|
2020
Q1 | – | Sell |
-2,734
| Closed | -$381K | – | 93 |
|
|
2019
Q4 | $381K | Hold |
2,734
| – | – | 0.13% | 65 |
|
|
2019
Q3 | $322K | Hold |
2,734
| – | – | 0.13% | 75 |
|
|
2019
Q2 | $306K | Sell |
2,734
-388
| -12% | -$43.4K | 0.12% | 83 |
|
|
2019
Q1 | $316K | Buy |
+3,122
| New | +$316K | 0.12% | 80 |
|