Lombardia Capital Partners’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 | – | Sell |
-4,146
| Closed | -$258K | – | 188 |
|
|
2016
Q2 | $258K | Hold |
4,146
| – | – | 0.02% | 184 |
|
|
2016
Q1 | $246K | Hold |
4,146
| – | – | 0.01% | 202 |
|
|
2015
Q4 | $274K | Sell |
4,146
-824
| -17% | -$54.5K | 0.01% | 188 |
|
|
2015
Q3 | $303K | Hold |
4,970
| – | – | 0.01% | 177 |
|
|
2015
Q2 | $337K | Sell |
4,970
-180,574
| -97% | -$12.2M | 0.01% | 189 |
|
|
2015
Q1 | $11.2M | Sell |
185,544
-29,637
| -14% | -$1.8M | 0.34% | 112 |
|
|
2014
Q4 | $13.5M | Sell |
215,181
-22,954
| -10% | -$1.44M | 0.39% | 109 |
|
|
2014
Q3 | $14.3M | Buy |
238,135
+22,031
| +10% | +$1.33M | 0.42% | 100 |
|
|
2014
Q2 | $12.5M | Buy |
216,104
+4,465
| +2% | +$257K | 0.34% | 114 |
|
|
2014
Q1 | $12.8M | Sell |
211,639
-7,460
| -3% | -$453K | 0.35% | 107 |
|
|
2013
Q4 | $12.8M | Buy |
219,099
+18,915
| +9% | +$1.11M | 0.37% | 101 |
|
|
2013
Q3 | $10.3M | Sell |
200,184
-19,367
| -9% | -$1M | 0.33% | 106 |
|
|
2013
Q2 | $11.6M | Buy |
+219,551
| New | +$11.6M | 0.39% | 94 |
|