LTI
Laffer Tengler Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
52,356
-3,848
| -7% | -$1.12M | 2.71% | 6 |
|
|
2025
Q1 | $13.8M | Sell |
56,204
-4,500
| -7% | -$1.1M | 2.94% | 7 |
|
|
2024
Q4 | $14.6M | Buy |
60,704
+7,227
| +14% | +$1.73M | 2.86% | 6 |
|
|
2024
Q3 | $11.3M | Sell |
53,477
-27
| -0.1% | -$5.69K | 2.28% | 9 |
|
|
2024
Q2 | $10.8M | Buy |
53,504
+3,889
| +8% | +$787K | 2.33% | 5 |
|
|
2024
Q1 | $9.94M | Buy |
49,615
+4,917
| +11% | +$985K | 2.57% | 4 |
|
|
2023
Q4 | $7.6M | Buy |
44,698
+2,416
| +6% | +$411K | 2.02% | 10 |
|
|
2023
Q3 | $6.13M | Buy |
42,282
+7,558
| +22% | +$1.1M | 1.8% | 12 |
|
|
2023
Q2 | $5.05M | Sell |
34,724
-33
| -0.1% | -$4.8K | 1.34% | 16 |
|
|
2023
Q1 | $4.53M | Buy |
34,757
+463
| +1% | +$60.3K | 1.23% | 19 |
|
|
2022
Q4 | $4.6M | Buy |
34,294
+5,270
| +18% | +$707K | 1.32% | 15 |
|
|
2022
Q3 | $3.03M | Buy |
29,024
+1,863
| +7% | +$195K | 1.11% | 20 |
|
|
2022
Q2 | $3.06M | Buy |
27,161
+922
| +4% | +$104K | 1.07% | 25 |
|
|
2022
Q1 | $3.58M | Buy |
26,239
+45
| +0.2% | +$6.13K | 1.08% | 17 |
|
|
2021
Q4 | $4.15M | Buy |
26,194
+274
| +1% | +$43.4K | 1.2% | 17 |
|
|
2021
Q3 | $4.24M | Buy |
25,920
+8,339
| +47% | +$1.37M | 1.23% | 13 |
|
|
2021
Q2 | $2.73M | Sell |
17,581
-3,389
| -16% | -$527K | 1.02% | 37 |
|
|
2021
Q1 | $3.19M | Sell |
20,970
-597
| -3% | -$90.9K | 1.21% | 24 |
|
|
2020
Q4 | $2.7M | Buy |
21,567
+894
| +4% | +$112K | 1.14% | 32 |
|
|
2020
Q3 | $1.99M | Buy |
20,673
+1,271
| +7% | +$122K | 1% | 45 |
|
|
2020
Q2 | $1.82M | Buy |
19,402
+4,544
| +31% | +$427K | 1.05% | 41 |
|
|
2020
Q1 | $1.34M | Buy |
14,858
+942
| +7% | +$84.8K | 1.04% | 43 |
|
|
2019
Q4 | $1.94M | Buy |
13,916
+7,009
| +101% | +$977K | 1.29% | 29 |
|
|
2019
Q3 | $813K | Sell |
6,907
-46
| -0.7% | -$5.41K | 0.69% | 39 |
|
|
2019
Q2 | $777K | Sell |
6,953
-59,092
| -89% | -$6.61M | 0.67% | 40 |
|
|
2019
Q1 | $6.69M | Sell |
66,045
-83
| -0.1% | -$8.4K | 1.8% | 2 |
|
|
2018
Q4 | $6.46M | Sell |
66,128
-138
| -0.2% | -$13.5K | 1.91% | 2 |
|
|
2018
Q3 | $7.48M | Sell |
66,266
-422
| -0.6% | -$47.6K | 1.85% | 2 |
|
|
2018
Q2 | $6.95M | Sell |
66,688
-219
| -0.3% | -$22.8K | 1.78% | 2 |
|
|
2018
Q1 | $7.36M | Sell |
66,907
-6,845
| -9% | -$753K | 1.83% | 3 |
|
|
2017
Q4 | $7.89M | Sell |
73,752
-2,109
| -3% | -$226K | 1.98% | 3 |
|
|
2017
Q3 | $7.25M | Sell |
75,861
-5,160
| -6% | -$493K | 1.91% | 3 |
|
|
2017
Q2 | $7.41M | Sell |
81,021
-35
| -0% | -$3.2K | 1.89% | 2 |
|
|
2017
Q1 | $7.12M | Sell |
81,056
-1,875
| -2% | -$165K | 1.87% | 2 |
|
|
2016
Q4 | $7.16M | Buy |
82,931
+930
| +1% | +$80.3K | 1.92% | 2 |
|
|
2016
Q3 | $5.46M | Buy |
82,001
+689
| +0.8% | +$45.9K | 1.52% | 6 |
|
|
2016
Q2 | $5.05M | Buy |
81,312
+45,666
| +128% | +$2.84M | 1.44% | 6 |
|
|
2016
Q1 | $2.11M | Buy |
+35,646
| New | +$2.11M | 0.57% | 58 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 43 |
|
|
2015
Q3 | – | Sell |
-56,952
| Closed | -$3.86M | – | 26 |
|
|
2015
Q2 | $3.86M | Sell |
56,952
-155,041
| -73% | -$10.5M | 0.94% | 16 |
|
|
2015
Q1 | $12.8M | Buy |
+211,993
| New | +$12.8M | 1.8% | 14 |
|