LI
Lafayette Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Buy |
16,046
+1,827
| +13% | +$530K | 0.94% | 28 |
|
|
2025
Q1 | $3.49M | Buy |
14,219
+151
| +1% | +$37K | 0.74% | 38 |
|
|
2024
Q4 | $3.37M | Sell |
14,068
-25
| -0.2% | -$5.99K | 0.72% | 39 |
|
|
2024
Q3 | $2.97M | Sell |
14,093
-23
| -0.2% | -$4.85K | 0.63% | 46 |
|
|
2024
Q2 | $2.86M | Sell |
14,116
-10
| -0.1% | -$2.02K | 0.65% | 42 |
|
|
2024
Q1 | $2.83M | Buy |
14,126
+106
| +0.8% | +$21.2K | 0.64% | 42 |
|
|
2023
Q4 | $2.38M | Buy |
14,020
+85
| +0.6% | +$14.5K | 0.59% | 43 |
|
|
2023
Q3 | $2.02M | Sell |
13,935
-260
| -2% | -$37.7K | 0.55% | 45 |
|
|
2023
Q2 | $2.06M | Sell |
14,195
-4,526
| -24% | -$658K | 0.54% | 46 |
|
|
2023
Q1 | $2.44M | Sell |
18,721
-13,265
| -41% | -$1.73M | 0.68% | 43 |
|
|
2022
Q4 | $4.29M | Buy |
31,986
+508
| +2% | +$68.1K | 1.21% | 28 |
|
|
2022
Q3 | $3.29M | Sell |
31,478
-1,477
| -4% | -$154K | 1.02% | 32 |
|
|
2022
Q2 | $3.71M | Buy |
32,955
+2,470
| +8% | +$278K | 1.07% | 32 |
|
|
2022
Q1 | $4.16M | Buy |
30,485
+1,415
| +5% | +$193K | 1.03% | 33 |
|
|
2021
Q4 | $4.6M | Buy |
29,070
+103
| +0.4% | +$16.3K | 1.15% | 31 |
|
|
2021
Q3 | $4.74M | Buy |
28,967
+243
| +0.8% | +$39.8K | 1.29% | 29 |
|
|
2021
Q2 | $4.47M | Buy |
28,724
+471
| +2% | +$73.3K | 1.22% | 32 |
|
|
2021
Q1 | $4.3M | Sell |
28,253
-1,324
| -4% | -$202K | 1.38% | 28 |
|
|
2020
Q4 | $3.76M | Buy |
29,577
+358
| +1% | +$45.5K | 1.28% | 30 |
|
|
2020
Q3 | $2.81M | Sell |
29,219
-1,090
| -4% | -$105K | 1.08% | 36 |
|
|
2020
Q2 | $2.85M | Buy |
30,309
+9,179
| +43% | +$863K | 1.19% | 34 |
|
|
2020
Q1 | $1.9M | Buy |
21,130
+199
| +1% | +$17.9K | 0.91% | 37 |
|
|
2019
Q4 | $2.92M | Buy |
20,931
+461
| +2% | +$64.3K | 1.01% | 35 |
|
|
2019
Q3 | $2.41M | Buy |
20,470
+25
| +0.1% | +$2.94K | 0.87% | 36 |
|
|
2019
Q2 | $2.29M | Buy |
20,445
+8,220
| +67% | +$919K | 0.81% | 36 |
|
|
2019
Q1 | $1.24M | Sell |
12,225
-2,368
| -16% | -$240K | 0.46% | 44 |
|
|
2018
Q4 | $1.43M | Buy |
14,593
+920
| +7% | +$89.8K | 0.57% | 39 |
|
|
2018
Q3 | $1.54M | Buy |
13,673
+1,505
| +12% | +$170K | 0.53% | 38 |
|
|
2018
Q2 | $1.27M | Buy |
12,168
+4,218
| +53% | +$440K | 0.46% | 41 |
|
|
2018
Q1 | $874K | Buy |
7,950
+35
| +0.4% | +$3.85K | 0.33% | 45 |
|
|
2017
Q4 | $846K | Buy |
7,915
+40
| +0.5% | +$4.28K | 0.3% | 44 |
|
|
2017
Q3 | $752K | Buy |
7,875
+39
| +0.5% | +$3.72K | 0.28% | 45 |
|
|
2017
Q2 | $716K | Buy |
7,836
+41
| +0.5% | +$3.75K | 0.27% | 43 |
|
|
2017
Q1 | $685K | Buy |
7,795
+40
| +0.5% | +$3.52K | 0.25% | 43 |
|
|
2016
Q4 | $669K | Buy |
7,755
+49
| +0.6% | +$4.23K | 0.26% | 43 |
|
|
2016
Q3 | $513K | Buy |
7,706
+53
| +0.7% | +$3.53K | 0.21% | 45 |
|
|
2016
Q2 | $476K | Buy |
7,653
+48
| +0.6% | +$2.99K | 0.19% | 44 |
|
|
2016
Q1 | $450K | Buy |
7,605
+53
| +0.7% | +$3.14K | 0.19% | 45 |
|
|
2015
Q4 | $499K | Buy |
7,552
+46
| +0.6% | +$3.04K | 0.21% | 46 |
|
|
2015
Q3 | $458K | Sell |
7,506
-179
| -2% | -$10.9K | 0.2% | 46 |
|
|
2015
Q2 | $521K | Buy |
7,685
+1
| +0% | +$68 | 0.22% | 43 |
|
|
2015
Q1 | $466K | Hold |
7,684
| – | – | 0.2% | 44 |
|
|
2014
Q4 | $481K | Hold |
7,684
| – | – | 0.2% | 44 |
|
|
2014
Q3 | $463K | Hold |
7,684
| – | – | 0.21% | 45 |
|
|
2014
Q2 | $443K | Hold |
7,684
| – | – | 0.19% | 46 |
|
|
2014
Q1 | $466K | Hold |
7,684
| – | – | 0.21% | 45 |
|
|
2013
Q4 | $449K | Buy |
7,684
+1
| +0% | +$58 | 0.21% | 45 |
|
|
2013
Q3 | $397K | Hold |
7,683
| – | – | 0.19% | 50 |
|
|
2013
Q2 | $406K | Buy |
+7,683
| New | +$406K | 0.19% | 50 |
|