LCM
Lomas Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-239,296
| Closed | -$21.5M | – | 25 |
|
|
2020
Q1 | $21.5M | Buy |
+239,296
| New | +$21.5M | 2.15% | 18 |
|
|
2015
Q3 | – | Sell |
-87,269
| Closed | -$5.91M | – | 47 |
|
|
2015
Q2 | $5.91M | Sell |
87,269
-133,931
| -61% | -$9.07M | 0.99% | 35 |
|
|
2015
Q1 | $13.4M | Buy |
+221,200
| New | +$13.4M | 2.36% | 16 |
|
|
2014
Q3 | – | Sell |
-90,000
| Closed | -$5.19M | – | 39 |
|
|
2014
Q2 | $5.19M | Sell |
90,000
-381,036
| -81% | -$22M | 0.93% | 36 |
|
|
2014
Q1 | $28.6M | Buy |
471,036
+99,567
| +27% | +$6.04M | 5.64% | 2 |
|
|
2013
Q4 | $21.7M | Buy |
371,469
+28,053
| +8% | +$1.64M | 5.83% | 2 |
|
|
2013
Q3 | $17.8M | Buy |
343,416
+23,601
| +7% | +$1.22M | 5.32% | 1 |
|
|
2013
Q2 | $16.9M | Buy |
+319,815
| New | +$16.9M | 5.6% | 2 |
|