LSA
L & S Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
46,609
+11,624
| +33% | +$3.37M | 1.34% | 14 |
|
|
2025
Q1 | $8.58M | Sell |
34,985
-11,744
| -25% | -$2.88M | 1.06% | 19 |
|
|
2024
Q4 | $11.2M | Sell |
46,729
-19,844
| -30% | -$4.76M | 1.23% | 13 |
|
|
2024
Q3 | $14M | Buy |
66,573
+17,932
| +37% | +$3.78M | 1.47% | 11 |
|
|
2024
Q2 | $9.84M | Buy |
48,641
+30,644
| +170% | +$6.2M | 1.12% | 20 |
|
|
2024
Q1 | $3.6M | Sell |
17,997
-46,352
| -72% | -$9.28M | 0.41% | 71 |
|
|
2023
Q4 | $10.9M | Buy |
64,349
+43,279
| +205% | +$7.36M | 1.33% | 14 |
|
|
2023
Q3 | $3.06M | Sell |
21,070
-1,426
| -6% | -$207K | 0.44% | 61 |
|
|
2023
Q2 | $3.27M | Buy |
22,496
+882
| +4% | +$128K | 0.44% | 63 |
|
|
2023
Q1 | $2.82M | Buy |
21,614
+4,075
| +23% | +$531K | 0.39% | 74 |
|
|
2022
Q4 | $2.35M | Buy |
17,539
+94
| +0.5% | +$12.6K | 0.44% | 68 |
|
|
2022
Q3 | $1.82M | Sell |
17,445
-5,057
| -22% | -$528K | 0.32% | 77 |
|
|
2022
Q2 | $2.53M | Buy |
22,502
+15,337
| +214% | +$1.73M | 0.42% | 54 |
|
|
2022
Q1 | $977K | Sell |
7,165
-34,197
| -83% | -$4.66M | 0.12% | 168 |
|
|
2021
Q4 | $6.55M | Sell |
41,362
-30,566
| -42% | -$4.84M | 0.71% | 40 |
|
|
2021
Q3 | $11.8M | Buy |
71,928
+37,072
| +106% | +$6.07M | 1.27% | 11 |
|
|
2021
Q2 | $5.42M | Sell |
34,856
-8,776
| -20% | -$1.37M | 0.58% | 47 |
|
|
2021
Q1 | $6.64M | Buy |
43,632
+28,625
| +191% | +$4.36M | 0.75% | 30 |
|
|
2020
Q4 | $1.91M | Buy |
15,007
+1,333
| +10% | +$169K | 0.22% | 157 |
|
|
2020
Q3 | $1.32M | Sell |
13,674
-13,652
| -50% | -$1.31M | 0.18% | 159 |
|
|
2020
Q2 | $2.57M | Buy |
27,326
+201
| +0.7% | +$18.9K | 0.38% | 77 |
|
|
2020
Q1 | $2.44M | Sell |
27,125
-65,005
| -71% | -$5.85M | 0.46% | 48 |
|
|
2019
Q4 | $12.8M | Buy |
92,130
+66,740
| +263% | +$9.3M | 1.64% | 9 |
|
|
2019
Q3 | $2.99M | Sell |
25,390
-3,420
| -12% | -$402K | 0.42% | 69 |
|
|
2019
Q2 | $3.22M | Buy |
28,810
+1,549
| +6% | +$173K | 0.43% | 73 |
|
|
2019
Q1 | $2.76M | Buy |
27,261
+2,651
| +11% | +$268K | 0.37% | 71 |
|
|
2018
Q4 | $2.4M | Sell |
24,610
-55,979
| -69% | -$5.46M | 0.45% | 48 |
|
|
2018
Q3 | $9.09M | Buy |
80,589
+6,269
| +8% | +$707K | 1.18% | 19 |
|
|
2018
Q2 | $7.74M | Sell |
74,320
-12,701
| -15% | -$1.32M | 1.3% | 15 |
|
|
2018
Q1 | $9.57M | Buy |
87,021
+3,228
| +4% | +$355K | 1.82% | 5 |
|
|
2017
Q4 | $8.96M | Buy |
83,793
+29,599
| +55% | +$3.17M | 1.37% | 11 |
|
|
2017
Q3 | $5.18M | Sell |
54,194
-43,651
| -45% | -$4.17M | 0.87% | 47 |
|
|
2017
Q2 | $8.94M | Buy |
97,845
+74,095
| +312% | +$6.77M | 1.57% | 9 |
|
|
2017
Q1 | $2.09M | Buy |
23,750
+7,884
| +50% | +$692K | 0.4% | 79 |
|
|
2016
Q4 | $1.37M | Buy |
15,866
+5,496
| +53% | +$474K | 0.31% | 80 |
|
|
2016
Q3 | $691K | Sell |
10,370
-1,685
| -14% | -$112K | 0.19% | 78 |
|
|
2016
Q2 | $749K | Buy |
12,055
+8,455
| +235% | +$525K | 0.17% | 69 |
|
|
2016
Q1 | $213K | Sell |
3,600
-165,659
| -98% | -$9.8M | 0.05% | 73 |
|
|
2015
Q4 | $11.2M | Buy |
169,259
+50,586
| +43% | +$3.34M | 2.8% | 3 |
|
|
2015
Q3 | $7.24M | Buy |
118,673
+57,811
| +95% | +$3.52M | 2.1% | 9 |
|
|
2015
Q2 | $4.12M | Buy |
60,862
+5,689
| +10% | +$385K | 1.05% | 40 |
|
|
2015
Q1 | $3.34M | Sell |
55,173
-36,033
| -40% | -$2.18M | 0.88% | 46 |
|
|
2014
Q4 | $5.71M | Buy |
+91,206
| New | +$5.71M | 1.79% | 20 |
|
|
2014
Q1 | – | Sell |
-74,978
| Closed | -$4.39M | – | 99 |
|
|
2013
Q4 | $4.39M | Buy |
+74,978
| New | +$4.39M | 1.59% | 17 |
|