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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.38M | Hold |
8,103
| – | – | 0.66% | 29 |
|
|
2025
Q4 | $2.61M | Sell |
8,103
-100
| -1% | -$31K | 0.64% | 32 |
|
|
2025
Q3 | $2.59M | Sell |
8,203
-700
| -8% | -$208K | 0.63% | 32 |
|
|
2025
Q2 | $2.58M | Sell |
8,903
-125
| -1% | -$31.9K | 0.68% | 30 |
|
|
2025
Q1 | $2.21M | Sell |
9,028
-220
| -2% | -$56.1K | 0.54% | 33 |
|
|
2024
Q4 | $2.22M | Buy |
9,248
+140
| +2% | +$32.6K | 0.52% | 33 |
|
|
2024
Q3 | $1.92M | Sell |
9,108
-300
| -3% | -$63.2K | 0.43% | 36 |
|
|
2024
Q2 | $1.9M | Hold |
9,408
| – | – | 0.43% | 36 |
|
|
2024
Q1 | $1.88M | Sell |
9,408
-2,458
| -21% | -$444K | 0.43% | 38 |
|
|
2023
Q4 | $2.02M | Sell |
11,866
-60
| -0.5% | -$9.09K | 0.48% | 36 |
|
|
2023
Q3 | $1.73M | Buy |
11,926
+160
| +1% | +$24K | 0.46% | 37 |
|
|
2023
Q2 | $1.68M | Sell |
11,766
-694
| -6% | -$95.5K | 0.43% | 37 |
|
|
2023
Q1 | $1.62M | Sell |
12,460
-40
| -0.3% | -$5.48K | 0.44% | 37 |
|
|
2022
Q4 | $1.68M | Hold |
12,500
| – | – | 0.48% | 36 |
|
|
2022
Q3 | $1.31M | Sell |
12,500
-112
| -0.9% | -$12.9K | 0.36% | 40 |
|
|
2022
Q2 | $1.42M | Buy |
12,612
+250
| +2% | +$31K | 0.39% | 38 |
|
|
2022
Q1 | $1.69M | Sell |
12,362
-200
| -2% | -$29.5K | 0.36% | 38 |
|
|
2021
Q4 | $1.99M | Sell |
12,562
-983
| -7% | -$161K | 0.39% | 37 |
|
|
2021
Q3 | $2.22M | Hold |
13,545
| – | – | 0.47% | 38 |
|
|
2021
Q2 | $2.11M | Sell |
13,545
-75
| -0.6% | -$11.8K | 0.45% | 38 |
|
|
2021
Q1 | $2.07M | Buy |
13,620
+7,100
| +109% | +$1.02M | 0.49% | 37 |
|
|
2020
Q4 | $829K | Sell |
6,520
-6,950
| -52% | -$777K | 0.33% | 36 |
|
|
2020
Q3 | $1.3M | Sell |
13,470
-50,000
| -79% | -$4.91M | 0.39% | 34 |
|
|
2020
Q2 | $5.97M | Sell |
63,470
-1,400
| -2% | -$133K | 1.24% | 26 |
|
|
2020
Q1 | $5.84M | Sell |
64,870
-100
| -0.2% | -$12.1K | 1.42% | 27 |
|
|
2019
Q4 | $9.06M | Buy |
64,970
+300
| +0.5% | +$38.5K | 1.42% | 28 |
|
|
2019
Q3 | $7.61M | Hold |
64,670
| – | – | 1.27% | 28 |
|
|
2019
Q2 | $7.23M | Buy |
64,670
+60
| +0.1% | +$6.62K | 1.23% | 28 |
|
|
2019
Q1 | $6.54M | Hold |
64,610
| – | – | 1.18% | 30 |
|
|
2018
Q4 | $6.31M | Sell |
64,610
-5,400
| -8% | -$575K | 1.36% | 27 |
|
|
2018
Q3 | $7.9M | Buy |
70,010
+100
| +0.1% | +$11.4K | 1.3% | 32 |
|
|
2018
Q2 | $7.28M | Buy |
69,910
+3,700
| +6% | +$406K | 1.34% | 31 |
|
|
2018
Q1 | $7.28M | Buy |
66,210
+5,600
| +9% | +$634K | 1.38% | 29 |
|
|
2017
Q4 | $6.48M | Hold |
60,610
| – | – | 1.19% | 32 |
|
|
2017
Q3 | $5.79M | Buy |
60,610
+53
| +0.1% | +$4.89K | 1.1% | 34 |
|
|
2017
Q2 | $5.54M | Hold |
60,557
| – | – | 1.1% | 38 |
|
|
2017
Q1 | $5.32M | Buy |
60,557
+7
| +0% | +$618 | 1.1% | 34 |
|
|
2016
Q4 | $5.22M | Buy |
60,550
+50,000
| +474% | +$3.81M | 1.16% | 31 |
|
|
2016
Q3 | $703K | Hold |
10,550
| – | – | 0.15% | 56 |
|
|
2016
Q2 | $656K | Buy |
10,550
+1,850
| +21% | +$116K | 0.15% | 55 |
|
|
2016
Q1 | $515K | Buy |
8,700
+50
| +0.6% | +$2.92K | 0.13% | 57 |
|
|
2015
Q4 | $571K | Buy |
8,650
+6,850
| +381% | +$446K | 0.13% | 56 |
|
|
2015
Q3 | $110K | Hold |
1,800
| – | – | 0.03% | 108 |
|
|
2015
Q2 | $122K | Hold |
1,800
| – | – | 0.02% | 102 |
|
|
2015
Q1 | $109K | Hold |
1,800
| – | – | 0.02% | 93 |
|
|
2014
Q4 | $113K | Buy |
+1,800
| New | +$108K | 0.02% | 96 |
|
|
2014
Q3 | – | Sell |
-1,800
| Closed | -$104K | – | 100 |
|
|
2014
Q2 | $104K | Hold |
1,800
| – | – | 0.02% | 96 |
|
|
2014
Q1 | $109K | Hold |
1,800
| – | – | 0.03% | 91 |
|
|
2013
Q4 | $105K | Buy |
+1,800
| New | +$98.6K | 0.02% | 96 |
|
|
2013
Q3 | – | Sell |
-1,800
| Closed | -$95K | – | 95 |
|
|
2013
Q2 | $95K | Buy |
+1,800
| New | +$91.5K | 0.02% | 88 |
|
Other funds holding JPM
VCM
VPM
