Alan B. Lancz & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
4,456
| – | – | 1.29% | 15 |
|
|
2025
Q1 | $1.09M | Sell |
4,456
-750
| -14% | -$184K | 1.16% | 18 |
|
|
2024
Q4 | $1.25M | Sell |
5,206
-300
| -5% | -$71.9K | 1.27% | 16 |
|
|
2024
Q3 | $1.16M | Buy |
5,506
+1,000
| +22% | +$211K | 1.06% | 21 |
|
|
2024
Q2 | $911K | Buy |
+4,506
| New | +$911K | 0.9% | 26 |
|
|
2023
Q4 | $720K | Hold |
4,233
| – | – | 0.76% | 31 |
|
|
2023
Q3 | $614K | Hold |
4,233
| – | – | 0.7% | 33 |
|
|
2023
Q2 | $616K | Hold |
4,233
| – | – | 0.66% | 37 |
|
|
2023
Q1 | $552K | Hold |
4,233
| – | – | 0.57% | 43 |
|
|
2022
Q4 | $605K | Hold |
4,233
| – | – | 0.61% | 37 |
|
|
2022
Q3 | $442K | Hold |
4,233
| – | – | 0.52% | 52 |
|
|
2022
Q2 | $488K | Sell |
4,233
-84
| -2% | -$9.68K | 0.48% | 56 |
|
|
2022
Q1 | $588K | Hold |
4,317
| – | – | 0.52% | 58 |
|
|
2021
Q4 | $684K | Buy |
+4,317
| New | +$684K | 0.6% | 42 |
|