LPL Financial’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,007
| Closed | -$800K | – | 3329 |
|
|
2018
Q3 | $800K | Sell |
11,007
-12,930
| -54% | -$940K | ﹤0.01% | 1839 |
|
|
2018
Q2 | $1.52M | Sell |
23,937
-40
| -0.2% | -$2.54K | ﹤0.01% | 1319 |
|
|
2018
Q1 | $1.67M | Sell |
23,977
-400
| -2% | -$27.8K | ﹤0.01% | 1226 |
|
|
2017
Q4 | $1.62M | Hold |
24,377
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q3 | $1.32M | Sell |
24,377
-100
| -0.4% | -$5.41K | ﹤0.01% | 1236 |
|
|
2017
Q2 | $1.23M | Hold |
24,477
| – | – | ﹤0.01% | 1240 |
|
|
2017
Q1 | $1.13M | Hold |
24,477
| – | – | 0.01% | 1181 |
|
|
2016
Q4 | $1.11M | Sell |
24,477
-74
| -0.3% | -$3.37K | 0.01% | 1147 |
|
|
2016
Q3 | $616K | Hold |
24,551
| – | – | 0.01% | 1535 |
|
|
2016
Q2 | $463K | Sell |
24,551
-24,351
| -50% | -$459K | ﹤0.01% | 1744 |
|
|
2016
Q1 | $861K | Sell |
48,902
-850
| -2% | -$15K | ﹤0.01% | 1787 |
|
|
2015
Q4 | $1.1M | Buy |
49,752
+24,876
| +100% | +$549K | ﹤0.01% | 1613 |
|
|
2015
Q3 | $521K | Sell |
24,876
-1,450
| -6% | -$30.4K | ﹤0.01% | 1750 |
|
|
2015
Q2 | $671K | Hold |
26,326
| – | – | ﹤0.01% | 1664 |
|
|
2015
Q1 | $583K | Buy |
26,326
+325
| +1% | +$7.2K | ﹤0.01% | 1745 |
|
|
2014
Q4 | $541K | Buy |
26,001
+100
| +0.4% | +$2.08K | ﹤0.01% | 1718 |
|
|
2014
Q3 | $511K | Hold |
25,901
| – | – | ﹤0.01% | 1765 |
|
|
2014
Q2 | $501K | Hold |
25,901
| – | – | ﹤0.01% | 1798 |
|
|
2014
Q1 | $523K | Buy |
25,901
+115
| +0.4% | +$2.32K | ﹤0.01% | 1708 |
|
|
2013
Q4 | $500K | Hold |
25,786
| – | – | ﹤0.01% | 1727 |
|
|
2013
Q3 | $433K | Buy |
25,786
+1,525
| +6% | +$25.6K | ﹤0.01% | 1753 |
|
|
2013
Q2 | $378K | Buy |
+24,261
| New | +$378K | ﹤0.01% | 1750 |
|