Kelly Lawrence W & 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
Q2 | $2.58M | Sell |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.9M | Hold |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.68M | Hold |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $2.22M | Hold |
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|
2021
Q2 | $2.11M | Sell |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $829K | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $5.97M | Sell |
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|
2020
Q1 | $5.84M | Sell |
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|
2019
Q4 | $9.06M | Buy |
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|
2019
Q3 | $7.61M | Hold |
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|
2019
Q2 | $7.23M | Buy |
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|
2019
Q1 | $6.54M | Hold |
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|
2018
Q4 | $6.31M | Sell |
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|
2018
Q3 | $7.9M | Buy |
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|
2018
Q2 | $7.28M | Buy |
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|
2018
Q1 | $7.28M | Buy |
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|
2017
Q4 | $6.48M | Hold |
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|
2017
Q3 | $5.79M | Buy |
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|
2017
Q2 | $5.54M | Hold |
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|
2017
Q1 | $5.32M | Buy |
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|
2016
Q4 | $5.22M | Buy |
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|
2016
Q3 | $703K | Hold |
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|
2016
Q2 | $656K | Buy |
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|
2016
Q1 | $515K | Buy |
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|
2015
Q4 | $571K | Buy |
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|
2015
Q3 | $110K | Hold |
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|
2015
Q2 | $122K | Hold |
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|
2015
Q1 | $109K | Hold |
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|
2014
Q4 | $113K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $104K | Hold |
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|
2014
Q1 | $109K | Hold |
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|
2013
Q4 | $105K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $95K | Buy |
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