Cyrus J. Lawrence’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$847K Sell
3,456
-53,892
-94% -$13.2M 3.21% 10
2024
Q4
$13.7M Sell
57,348
-112
-0.2% -$26.8K 2.66% 14
2024
Q3
$12.1M Buy
57,460
+437
+0.8% +$92.1K 2.38% 15
2024
Q2
$11.5M Sell
57,023
-234
-0.4% -$47.3K 2.34% 16
2024
Q1
$11.5M Buy
+57,257
New +$11.5M 2.54% 13
2023
Q3
$8.47M Buy
58,392
+310
+0.5% +$45K 2.32% 14
2023
Q2
$8.45K Buy
58,082
+1,038
+2% +$151 1.83% 17
2023
Q1
$7.43M Sell
57,044
-90
-0.2% -$11.7K 2.16% 20
2022
Q4
$7.66M Sell
57,134
-354
-0.6% -$47.5K 2.29% 18
2022
Q3
$6.01M Sell
57,488
-256
-0.4% -$26.8K 1.18% 29
2022
Q2
$6.5M Sell
57,744
-28,520
-33% -$3.21M 1.87% 23
2022
Q1
$11.8M Buy
+86,264
New +$11.8M 2.69% 11