Lourd Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.24M | Buy |
11,059
+513
| +5% | +$57.3K | 0.11% | 33 |
|
|
2019
Q1 | $1.07M | Sell |
10,546
-18,488
| -64% | -$1.87M | 0.1% | 37 |
|
|
2018
Q4 | $2.83M | Buy |
29,034
+155
| +0.5% | +$15.1K | 0.22% | 24 |
|
|
2018
Q3 | $3.26M | Buy |
28,879
+121
| +0.4% | +$13.7K | 0.21% | 21 |
|
|
2018
Q2 | $3M | Buy |
28,758
+89
| +0.3% | +$9.28K | 0.42% | 18 |
|
|
2018
Q1 | $3.15M | Sell |
28,669
-92
| -0.3% | -$10.1K | 0.42% | 19 |
|
|
2017
Q4 | $3.08M | Buy |
28,761
+19,072
| +197% | +$2.04M | 0.2% | 20 |
|
|
2017
Q3 | $925K | Buy |
9,689
+214
| +2% | +$20.4K | 0.08% | 39 |
|
|
2017
Q2 | $866K | Buy |
9,475
+326
| +4% | +$29.8K | 0.08% | 39 |
|
|
2017
Q1 | $804K | Buy |
9,149
+448
| +5% | +$39.4K | 0.08% | 41 |
|
|
2016
Q4 | $751K | Sell |
8,701
-1,332
| -13% | -$115K | 0.07% | 38 |
|
|
2016
Q3 | $668K | Sell |
10,033
-628
| -6% | -$41.8K | 0.07% | 37 |
|
|
2016
Q2 | $662K | Buy |
10,661
+1,389
| +15% | +$86.3K | 0.19% | 42 |
|
|
2016
Q1 | $549K | Buy |
9,272
+640
| +7% | +$37.9K | 0.06% | 53 |
|
|
2015
Q4 | $570K | Buy |
8,632
+588
| +7% | +$38.8K | 0.06% | 57 |
|
|
2015
Q3 | $490K | Buy |
8,044
+840
| +12% | +$51.2K | 0.05% | 55 |
|
|
2015
Q2 | $488K | Buy |
7,204
+259
| +4% | +$17.5K | 0.05% | 62 |
|
|
2015
Q1 | $421K | Buy |
6,945
+350
| +5% | +$21.2K | 0.04% | 71 |
|
|
2014
Q4 | $413K | Buy |
6,595
+517
| +9% | +$32.4K | 0.04% | 68 |
|
|
2014
Q3 | $366K | Buy |
6,078
+1,092
| +22% | +$65.8K | 0.04% | 68 |
|
|
2014
Q2 | $287K | Buy |
4,986
+102
| +2% | +$5.87K | 0.03% | 94 |
|
|
2014
Q1 | $296K | Sell |
4,884
-1,250
| -20% | -$75.8K | 0.03% | 82 |
|
|
2013
Q4 | $359K | Hold |
6,134
| – | – | 0.04% | 68 |
|
|
2013
Q3 | $317K | Sell |
6,134
-165
| -3% | -$8.53K | 0.04% | 76 |
|
|
2013
Q2 | $333K | Buy |
+6,299
| New | +$333K | 0.04% | 74 |
|