JPMorgan Chase & Co’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
21,950
+1,978
| +10% | +$12.6K | ﹤0.01% | 4643 |
|
|
2025
Q1 | $128K | Buy |
19,972
+934
| +5% | +$6.01K | ﹤0.01% | 4626 |
|
|
2024
Q4 | $133K | Buy |
19,038
+741
| +4% | +$5.16K | ﹤0.01% | 4678 |
|
|
2024
Q3 | $124K | Buy |
18,297
+249
| +1% | +$1.69K | ﹤0.01% | 4642 |
|
|
2024
Q2 | $54.7K | Sell |
18,048
-9,436
| -34% | -$28.6K | ﹤0.01% | 4867 |
|
|
2024
Q1 | $109K | Sell |
27,484
-41,759
| -60% | -$165K | ﹤0.01% | 4701 |
|
|
2023
Q4 | $182K | Sell |
69,243
-8,268
| -11% | -$21.7K | ﹤0.01% | 4489 |
|
|
2023
Q3 | $217K | Sell |
77,511
-5,877
| -7% | -$16.5K | ﹤0.01% | 4192 |
|
|
2023
Q2 | $309K | Sell |
83,388
-37,529
| -31% | -$139K | ﹤0.01% | 4031 |
|
|
2023
Q1 | $345K | Sell |
120,917
-92,655
| -43% | -$264K | ﹤0.01% | 4022 |
|
|
2022
Q4 | $687K | Sell |
213,572
-40,415
| -16% | -$130K | ﹤0.01% | 3583 |
|
|
2022
Q3 | $912K | Buy |
253,987
+42,270
| +20% | +$152K | ﹤0.01% | 3414 |
|
|
2022
Q2 | $1.47M | Buy |
211,717
+182,288
| +619% | +$1.26M | ﹤0.01% | 3226 |
|
|
2022
Q1 | $390K | Sell |
29,429
-16,663
| -36% | -$221K | ﹤0.01% | 4136 |
|
|
2021
Q4 | $1.15M | Buy |
46,092
+27,334
| +146% | +$684K | ﹤0.01% | 3581 |
|
|
2021
Q3 | $308K | Buy |
18,758
+5,126
| +38% | +$84.2K | ﹤0.01% | 4208 |
|
|
2021
Q2 | $436K | Buy |
+13,632
| New | +$436K | ﹤0.01% | 4072 |
|