Edgar Lomax Company’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 | $28.8M | Sell |
99,190
-1,595
| -2% | -$462K | 1.82% | 22 |
|
|
2025
Q1 | $24.7M | Sell |
100,785
-31,080
| -24% | -$7.62M | 1.55% | 25 |
|
|
2024
Q4 | $31.6M | Sell |
131,865
-2,510
| -2% | -$602K | 2.04% | 21 |
|
|
2024
Q3 | $28.3M | Sell |
134,375
-2,165
| -2% | -$457K | 1.73% | 25 |
|
|
2024
Q2 | $27.6M | Sell |
136,540
-2,390
| -2% | -$483K | 1.79% | 23 |
|
|
2024
Q1 | $27.8M | Sell |
138,930
-204,858
| -60% | -$41M | 1.72% | 26 |
|
|
2023
Q4 | $58.5M | Sell |
343,788
-13,900
| -4% | -$2.36M | 3.82% | 8 |
|
|
2023
Q3 | $51.9M | Sell |
357,688
-5,925
| -2% | -$859K | 3.53% | 9 |
|
|
2023
Q2 | $52.9M | Sell |
363,613
-4,937
| -1% | -$718K | 3.48% | 10 |
|
|
2023
Q1 | $48M | Buy |
368,550
+308,270
| +511% | +$40.2M | 3.09% | 10 |
|
|
2022
Q4 | $8.08M | Sell |
60,280
-565
| -0.9% | -$75.8K | 0.49% | 46 |
|
|
2022
Q3 | $6.36M | Sell |
60,845
-605
| -1% | -$63.2K | 0.44% | 49 |
|
|
2022
Q2 | $6.92M | Buy |
61,450
+1,675
| +3% | +$189K | 0.43% | 49 |
|
|
2022
Q1 | $8.15M | Buy |
+59,775
| New | +$8.15M | 0.48% | 49 |
|
|
2021
Q1 | – | Sell |
-180,947
| Closed | -$23M | – | 70 |
|
|
2020
Q4 | $23M | Sell |
180,947
-3,200
| -2% | -$407K | 1.56% | 27 |
|
|
2020
Q3 | $17.7M | Buy |
184,147
+7,300
| +4% | +$703K | 1.37% | 28 |
|
|
2020
Q2 | $16.6M | Buy |
176,847
+3,500
| +2% | +$329K | 1.33% | 28 |
|
|
2020
Q1 | $15.6M | Sell |
173,347
-192,025
| -53% | -$17.3M | 1.39% | 27 |
|
|
2019
Q4 | $50.9M | Sell |
365,372
-10,625
| -3% | -$1.48M | 3.28% | 11 |
|
|
2019
Q3 | $44.3M | Sell |
375,997
-3,900
| -1% | -$459K | 2.95% | 14 |
|
|
2019
Q2 | $42.5M | Sell |
379,897
-5,400
| -1% | -$604K | 2.89% | 14 |
|
|
2019
Q1 | $39M | Buy |
385,297
+187,675
| +95% | +$19M | 2.67% | 18 |
|
|
2018
Q4 | $19.3M | Buy |
197,622
+700
| +0.4% | +$68.3K | 1.47% | 22 |
|
|
2018
Q3 | $22.2M | Sell |
196,922
-6,700
| -3% | -$756K | 1.49% | 21 |
|
|
2018
Q2 | $21.2M | Buy |
203,622
+1,575
| +0.8% | +$164K | 1.49% | 22 |
|
|
2018
Q1 | $22.2M | Sell |
202,047
-12,550
| -6% | -$1.38M | 1.6% | 21 |
|
|
2017
Q4 | $22.9M | Sell |
214,597
-6,215
| -3% | -$665K | 1.57% | 23 |
|
|
2017
Q3 | $21.1M | Sell |
220,812
-18,784
| -8% | -$1.79M | 1.49% | 25 |
|
|
2017
Q2 | $21.9M | Sell |
239,596
-7,000
| -3% | -$640K | 1.5% | 25 |
|
|
2017
Q1 | $21.7M | Sell |
246,596
-94,150
| -28% | -$8.27M | 1.45% | 26 |
|
|
2016
Q4 | $29.4M | Sell |
340,746
-30,799
| -8% | -$2.66M | 1.89% | 17 |
|
|
2016
Q3 | $24.7M | Sell |
371,545
-100
| -0% | -$6.66K | 1.53% | 24 |
|
|
2016
Q2 | $23.1M | Buy |
371,645
+18,915
| +5% | +$1.18M | 1.45% | 24 |
|
|
2016
Q1 | $20.9M | Buy |
+352,730
| New | +$20.9M | 1.43% | 25 |
|
|
2015
Q1 | – | Sell |
-290,672
| Closed | -$18.2M | – | 65 |
|
|
2014
Q4 | $18.2M | Buy |
290,672
+56,310
| +24% | +$3.52M | 1.14% | 32 |
|
|
2014
Q3 | $14.1M | Buy |
234,362
+5,850
| +3% | +$352K | 0.96% | 34 |
|
|
2014
Q2 | $13.2M | Buy |
228,512
+450
| +0.2% | +$25.9K | 0.93% | 35 |
|
|
2014
Q1 | $13.8M | Sell |
228,062
-319,950
| -58% | -$19.4M | 1.02% | 33 |
|
|
2013
Q4 | $32M | Buy |
548,012
+42,200
| +8% | +$2.47M | 2.42% | 17 |
|
|
2013
Q3 | $26.1M | Sell |
505,812
-45,500
| -8% | -$2.35M | 2.14% | 18 |
|
|
2013
Q2 | $29.1M | Buy |
+551,312
| New | +$29.1M | 2.26% | 15 |
|