Alan B. Lancz & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $911K | Buy |
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|
2023
Q4 | $720K | Hold |
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|
2023
Q3 | $614K | Hold |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $552K | Hold |
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|
2022
Q4 | $605K | Hold |
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|
2022
Q3 | $442K | Hold |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $588K | Hold |
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|
2021
Q4 | $684K | Buy |
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