Lombard Odier Transatlantic’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 | $177K | Buy |
2,660
+260
| +11% | +$17.3K | 0.17% | 52 |
|
|
2016
Q2 | $150K | Hold |
2,400
| – | – | 0.16% | 55 |
|
|
2016
Q1 | $141K | Sell |
2,400
-1,250
| -34% | -$73.4K | 0.13% | 58 |
|
|
2015
Q4 | $242K | Hold |
3,650
| – | – | 0.21% | 54 |
|
|
2015
Q3 | $223K | Sell |
3,650
-16,450
| -82% | -$1.01M | 0.23% | 47 |
|
|
2015
Q2 | $1.36M | Sell |
20,100
-10,800
| -35% | -$732K | 1.13% | 35 |
|
|
2015
Q1 | $1.87M | Buy |
30,900
+2,000
| +7% | +$121K | 1.46% | 32 |
|
|
2014
Q4 | $1.81M | Buy |
+28,900
| New | +$1.81M | 1.66% | 25 |
|