LBG
Lloyds Banking Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.89M | Hold |
19,359
| – | – | 26.45% | 1 |
|
|
2018
Q3 | $2.18M | Hold |
19,359
| – | – | 26.69% | 1 |
|
|
2018
Q2 | $2.02M | Sell |
19,359
-8,850
| -31% | -$923K | 16.64% | 1 |
|
|
2018
Q1 | $3.1M | Hold |
28,209
| – | – | 24% | 1 |
|
|
2017
Q4 | $3.02M | Hold |
28,209
| – | – | 28.04% | 1 |
|
|
2017
Q3 | $2.69M | Hold |
28,209
| – | – | 26.93% | 1 |
|
|
2017
Q2 | $2.58M | Hold |
28,209
| – | – | 25.04% | 1 |
|
|
2017
Q1 | $2.48M | Hold |
28,209
| – | – | 22.36% | 1 |
|
|
2016
Q4 | $2.44M | Hold |
28,209
| – | – | 21.15% | 1 |
|
|
2016
Q3 | $1.88M | Sell |
28,209
-683
| -2% | -$45.5K | 16.88% | 1 |
|
|
2016
Q2 | $1.8M | Hold |
28,892
| – | – | 14.78% | 1 |
|
|
2016
Q1 | $1.71M | Hold |
28,892
| – | – | 13.95% | 1 |
|
|
2015
Q4 | $1.91M | Hold |
28,892
| – | – | 15.46% | 1 |
|
|
2015
Q3 | $1.76M | Hold |
28,892
| – | – | 13.04% | 1 |
|
|
2015
Q2 | $1.96M | Buy |
28,892
+812
| +3% | +$55K | 12.55% | 1 |
|
|
2015
Q1 | $1.7M | Hold |
28,080
| – | – | 4.35% | 8 |
|
|
2014
Q4 | $1.76M | Sell |
28,080
-54,458
| -66% | -$3.41M | 3.39% | 12 |
|
|
2014
Q3 | $4.97M | Sell |
82,538
-7,240
| -8% | -$436K | 1.36% | 11 |
|
|
2014
Q2 | $5.17M | Sell |
89,778
-2,465,221
| -96% | -$142M | 1.25% | 13 |
|
|
2014
Q1 | $155M | Sell |
2,554,999
-23,464
| -0.9% | -$1.42M | 1.38% | 9 |
|
|
2013
Q4 | $151M | Buy |
2,578,463
+86,351
| +3% | +$5.05M | 1.36% | 11 |
|
|
2013
Q3 | $129M | Buy |
2,492,112
+355,591
| +17% | +$18.4M | 1.32% | 13 |
|
|
2013
Q2 | $113M | Buy |
+2,136,521
| New | +$113M | 1.18% | 16 |
|