Douglas Lane & 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
Q3 | $204M | Sell |
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|
2025
Q2 | $203M | Sell |
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|
2025
Q1 | $183M | Sell |
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|
2024
Q4 | $183M | Sell |
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|
2024
Q3 | $167M | Sell |
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|
2024
Q2 | $168M | Sell |
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|
2024
Q1 | $171M | Sell |
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|
2023
Q4 | $149M | Sell |
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|
2023
Q3 | $132M | Sell |
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|
2023
Q2 | $134M | Sell |
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|
2023
Q1 | $122M | Sell |
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|
2022
Q4 | $128M | Sell |
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|
2022
Q3 | $100M | Buy |
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|
2022
Q2 | $106M | Buy |
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|
2022
Q1 | $126M | Buy |
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|
2021
Q4 | $145M | Sell |
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|
2021
Q3 | $151M | Sell |
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|
2021
Q2 | $144M | Sell |
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|
2021
Q1 | $141M | Sell |
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|
2020
Q4 | $119M | Buy |
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|
2020
Q3 | $89.2M | Buy |
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|
2020
Q2 | $83.7M | Buy |
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|
2020
Q1 | $78.4M | Sell |
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|
2019
Q4 | $121M | Sell |
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|
2019
Q3 | $103M | Buy |
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|
2019
Q2 | $97.3M | Buy |
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|
2019
Q1 | $87.4M | Buy |
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|
2018
Q4 | $82.2M | Buy |
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|
2018
Q3 | $91.6M | Buy |
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|
2018
Q2 | $83M | Buy |
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|
2018
Q1 | $84.9M | Buy |
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|
2017
Q4 | $81.3M | Buy |
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|
2017
Q3 | $67.4M | Buy |
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|
2017
Q2 | $57.7M | Buy |
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|
2017
Q1 | $44.2M | Sell |
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|
2016
Q4 | $43.9M | Buy |
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|
2016
Q3 | $33.6M | Buy |
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|
2016
Q2 | $27M | Buy |
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|
2016
Q1 | $25.1M | Buy |
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