Lombard Odier & Cie (Canada)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $180K | Hold |
2,708
| – | – | 0.51% | 48 |
|
|
2016
Q2 | $169K | Hold |
2,708
| – | – | 0.59% | 45 |
|
|
2016
Q1 | $161K | Hold |
2,708
| – | – | 0.43% | 48 |
|
|
2015
Q4 | $179K | Hold |
2,708
| – | – | 0.46% | 47 |
|
|
2015
Q3 | $165K | Sell |
2,708
-6,000
| -69% | -$366K | 0.44% | 47 |
|
|
2015
Q2 | $590K | Sell |
8,708
-1,000
| -10% | -$67.8K | 1.28% | 29 |
|
|
2015
Q1 | $588K | Hold |
9,708
| – | – | 0.92% | 35 |
|
|
2014
Q4 | $608K | Sell |
9,708
-25,500
| -72% | -$1.6M | 0.87% | 32 |
|
|
2014
Q3 | $2.12M | Sell |
35,208
-1,202
| -3% | -$72.4K | 1.37% | 25 |
|
|
2014
Q2 | $2.1M | Buy |
36,410
+9,710
| +36% | +$560K | 1.37% | 26 |
|
|
2014
Q1 | $1.62M | Buy |
26,700
+22,500
| +536% | +$1.37M | 1.25% | 25 |
|
|
2013
Q4 | $245K | Buy |
+4,200
| New | +$245K | 0.24% | 56 |
|