LFG
LifePlan Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $594K | Buy |
6,171
+82
| +1% | +$7.89K | 0.26% | 69 |
|
|
2020
Q2 | $573K | Sell |
6,089
-122
| -2% | -$11.5K | 0.26% | 70 |
|
|
2020
Q1 | $559K | Hold |
6,211
| – | – | 0.3% | 63 |
|
|
2019
Q4 | $866K | Sell |
6,211
-73
| -1% | -$10.2K | 0.39% | 52 |
|
|
2019
Q3 | $740K | Sell |
6,284
-112
| -2% | -$13.2K | 0.35% | 53 |
|
|
2019
Q2 | $715K | Hold |
6,396
| – | – | 0.34% | 53 |
|
|
2019
Q1 | $647K | Sell |
6,396
-69
| -1% | -$6.98K | 0.35% | 54 |
|
|
2018
Q4 | $631K | Sell |
6,465
-845
| -12% | -$82.5K | 0.39% | 49 |
|
|
2018
Q3 | $825K | Sell |
7,310
-77
| -1% | -$8.69K | 0.45% | 46 |
|
|
2018
Q2 | $770K | Sell |
7,387
-55
| -0.7% | -$5.73K | 0.43% | 48 |
|
|
2018
Q1 | $818K | Sell |
7,442
-34
| -0.5% | -$3.74K | 0.48% | 46 |
|
|
2017
Q4 | $714K | Hold |
7,476
| – | – | 0.45% | 43 |
|
|
2017
Q3 | $714K | Buy |
7,476
+77
| +1% | +$7.35K | 0.45% | 43 |
|
|
2017
Q2 | $676K | Hold |
7,399
| – | – | 0.46% | 47 |
|
|
2017
Q1 | $650K | Sell |
7,399
-196
| -3% | -$17.2K | 0.45% | 53 |
|
|
2016
Q4 | $655K | Sell |
7,595
-178
| -2% | -$15.4K | 0.46% | 63 |
|
|
2016
Q3 | $518K | Hold |
7,773
| – | – | 0.36% | 56 |
|
|
2016
Q2 | $483K | Hold |
7,773
| – | – | 0.33% | 52 |
|
|
2016
Q1 | $460K | Sell |
7,773
-504
| -6% | -$29.8K | 0.33% | 53 |
|
|
2015
Q4 | $547K | Sell |
8,277
-72
| -0.9% | -$4.76K | 0.39% | 48 |
|
|
2015
Q3 | $509K | Sell |
8,349
-293
| -3% | -$17.9K | 0.37% | 48 |
|
|
2015
Q2 | $586K | Hold |
8,642
| – | – | 0.39% | 57 |
|
|
2015
Q1 | $524K | Hold |
8,642
| – | – | 0.35% | 38 |
|
|
2014
Q4 | $541K | Sell |
8,642
-99
| -1% | -$6.2K | 0.36% | 38 |
|
|
2014
Q3 | $527K | Sell |
8,741
-239
| -3% | -$14.4K | 0.45% | 37 |
|
|
2014
Q2 | $517K | Hold |
8,980
| – | – | 0.37% | 39 |
|
|
2014
Q1 | $545K | Hold |
8,980
| – | – | 0.43% | 35 |
|
|
2013
Q4 | $525K | Hold |
8,980
| – | – | 0.36% | 35 |
|
|
2013
Q3 | $464K | Sell |
8,980
-400
| -4% | -$20.7K | 0.38% | 31 |
|
|
2013
Q2 | $495K | Buy |
+9,380
| New | +$495K | 0.55% | 28 |
|