JPLA
Joseph P. Lucia & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Hold |
1,338
| – | – | 0.16% | 110 |
|
|
2025
Q1 | $328K | Hold |
1,338
| – | – | 0.15% | 107 |
|
|
2024
Q4 | $321K | Buy |
1,338
+28
| +2% | +$6.71K | 0.14% | 101 |
|
|
2024
Q3 | $276K | Hold |
1,310
| – | – | 0.13% | 103 |
|
|
2024
Q2 | $265K | Hold |
1,310
| – | – | 0.14% | 100 |
|
|
2024
Q1 | $262K | Buy |
1,310
+38
| +3% | +$7.61K | 0.14% | 99 |
|
|
2023
Q4 | $216K | Sell |
1,272
-170
| -12% | -$28.9K | 0.13% | 108 |
|
|
2023
Q3 | $209K | Hold |
1,442
| – | – | 0.15% | 101 |
|
|
2023
Q2 | $210K | Sell |
1,442
-200
| -12% | -$29.1K | 0.14% | 110 |
|
|
2023
Q1 | $214K | Hold |
1,642
| – | – | 0.15% | 109 |
|
|
2022
Q4 | $220K | Buy |
+1,642
| New | +$220K | 0.16% | 102 |
|
|
2022
Q3 | – | Sell |
-907
| Closed | -$102K | – | 280 |
|
|
2022
Q2 | $102K | Sell |
907
-16
| -2% | -$1.8K | 0.07% | 139 |
|
|
2022
Q1 | $126K | Buy |
+923
| New | +$126K | 0.08% | 141 |
|
|
2021
Q4 | – | Sell |
-2,098
| Closed | -$344K | – | 351 |
|
|
2021
Q3 | $344K | Buy |
2,098
+1
| +0% | +$164 | 0.2% | 97 |
|
|
2021
Q2 | $326K | Buy |
2,097
+866
| +70% | +$135K | 0.19% | 98 |
|
|
2021
Q1 | $188K | Buy |
1,231
+17
| +1% | +$2.6K | 0.08% | 116 |
|
|
2020
Q4 | $154K | Buy |
+1,214
| New | +$154K | 0.11% | 125 |
|
|
2020
Q3 | – | Sell |
-1,109
| Closed | -$104K | – | 283 |
|
|
2020
Q2 | $104K | Buy |
1,109
+2
| +0.2% | +$188 | 0.09% | 132 |
|
|
2020
Q1 | $100K | Buy |
1,107
+36
| +3% | +$3.25K | 0.11% | 119 |
|
|
2019
Q4 | $149K | Buy |
1,071
+499
| +87% | +$69.4K | 0.14% | 109 |
|
|
2019
Q3 | $67K | Hold |
572
| – | – | 0.07% | 150 |
|
|
2019
Q2 | $64K | Sell |
572
-51,406
| -99% | -$5.75M | 0.07% | 150 |
|
|
2019
Q1 | $492 | Buy |
+51,978
| New | +$492 | 0.04% | 163 |
|