LG
LaFleur & Godfrey’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.3M | Sell |
138,838
-442
| -0.3% | -$128K | 5.03% | 3 |
|
|
2025
Q1 | $34.2M | Buy |
139,280
+781
| +0.6% | +$192K | 4.64% | 2 |
|
|
2024
Q4 | $33.2M | Sell |
138,499
-1,484
| -1% | -$356K | 4.55% | 3 |
|
|
2024
Q3 | $29.5M | Sell |
139,983
-8,304
| -6% | -$1.75M | 4.07% | 3 |
|
|
2024
Q2 | $30M | Sell |
148,287
-3,858
| -3% | -$780K | 4.4% | 3 |
|
|
2024
Q1 | $30.5M | Sell |
152,145
-16,033
| -10% | -$3.21M | 4.51% | 3 |
|
|
2023
Q4 | $28.6M | Sell |
168,178
-2,984
| -2% | -$508K | 4.27% | 3 |
|
|
2023
Q3 | $24.8M | Sell |
171,162
-2,562
| -1% | -$372K | 3.97% | 3 |
|
|
2023
Q2 | $25.3M | Buy |
173,724
+2,443
| +1% | +$355K | 3.78% | 5 |
|
|
2023
Q1 | $22.3M | Sell |
171,281
-9,070
| -5% | -$1.18M | 3.66% | 5 |
|
|
2022
Q4 | $24.2M | Sell |
180,351
-28,634
| -14% | -$3.84M | 4.03% | 4 |
|
|
2022
Q3 | $21.8M | Sell |
208,985
-8,294
| -4% | -$867K | 3.89% | 4 |
|
|
2022
Q2 | $24.5M | Buy |
217,279
+25,079
| +13% | +$2.82M | 3.87% | 4 |
|
|
2022
Q1 | $26.2M | Buy |
192,200
+2,872
| +2% | +$392K | 3.52% | 4 |
|
|
2021
Q4 | $30M | Buy |
189,328
+2,272
| +1% | +$360K | 3.84% | 4 |
|
|
2021
Q3 | $30.6M | Buy |
187,056
+1,804
| +1% | +$295K | 4.23% | 3 |
|
|
2021
Q2 | $28.8M | Buy |
185,252
+25,159
| +16% | +$3.91M | 4.12% | 3 |
|
|
2021
Q1 | $24.4M | Buy |
160,093
+3,782
| +2% | +$576K | 4.74% | 2 |
|
|
2020
Q4 | $19.9M | Buy |
156,311
+3,013
| +2% | +$383K | 4.07% | 3 |
|
|
2020
Q3 | $14.8M | Buy |
153,298
+8,281
| +6% | +$797K | 3.33% | 7 |
|
|
2020
Q2 | $13.6M | Buy |
145,017
+9,923
| +7% | +$933K | 3.48% | 7 |
|
|
2020
Q1 | $12.2M | Buy |
135,094
+453
| +0.3% | +$40.8K | 3.63% | 8 |
|
|
2019
Q4 | $18.8M | Sell |
134,641
-3,598
| -3% | -$502K | 4.24% | 4 |
|
|
2019
Q3 | $16.3M | Sell |
138,239
-19,210
| -12% | -$2.26M | 3.99% | 6 |
|
|
2019
Q2 | $17.6M | Buy |
157,449
+6,431
| +4% | +$719K | 4.39% | 4 |
|
|
2019
Q1 | $15.3M | Sell |
151,018
-1,292
| -0.8% | -$131K | 3.95% | 6 |
|
|
2018
Q4 | $14.9M | Sell |
152,310
-1,551
| -1% | -$151K | 4.19% | 5 |
|
|
2018
Q3 | $17.4M | Sell |
153,861
-705
| -0.5% | -$79.6K | 4.18% | 5 |
|
|
2018
Q2 | $16.1M | Sell |
154,566
-920
| -0.6% | -$95.9K | 4.02% | 6 |
|
|
2018
Q1 | $17.1M | Buy |
155,486
+26,820
| +21% | +$2.95M | 4.29% | 5 |
|
|
2017
Q4 | $13.8M | Buy |
128,666
+320
| +0.2% | +$34.2K | 3.38% | 8 |
|
|
2017
Q3 | $12.3M | Sell |
128,346
-195
| -0.2% | -$18.6K | 3.21% | 9 |
|
|
2017
Q2 | $11.7M | Buy |
128,541
+2,095
| +2% | +$191K | 3.09% | 9 |
|
|
2017
Q1 | $11.1M | Sell |
126,446
-3,450
| -3% | -$303K | 3% | 9 |
|
|
2016
Q4 | $11.2M | Sell |
129,896
-12,400
| -9% | -$1.07M | 3.14% | 10 |
|
|
2016
Q3 | $9.48M | Sell |
142,296
-20,065
| -12% | -$1.34M | 2.73% | 11 |
|
|
2016
Q2 | $10.1M | Sell |
162,361
-2,600
| -2% | -$162K | 2.99% | 12 |
|
|
2016
Q1 | $9.77M | Buy |
164,961
+2,325
| +1% | +$138K | 2.97% | 11 |
|
|
2015
Q4 | $10.7M | Buy |
162,636
+10,320
| +7% | +$681K | 3.18% | 9 |
|
|
2015
Q3 | $9.29M | Buy |
152,316
+125,290
| +464% | +$7.64M | 2.78% | 11 |
|
|
2015
Q2 | $1.83M | Buy |
27,026
+20,613
| +321% | +$1.4M | 0.51% | 51 |
|
|
2015
Q1 | $388K | Sell |
6,413
-430
| -6% | -$26K | 0.1% | 68 |
|
|
2014
Q4 | $428K | Hold |
6,843
| – | – | 0.11% | 68 |
|
|
2014
Q3 | $412K | Sell |
6,843
-600
| -8% | -$36.1K | 0.11% | 73 |
|
|
2014
Q2 | $429K | Buy |
7,443
+1,131
| +18% | +$65.2K | 0.11% | 69 |
|
|
2014
Q1 | $383K | Hold |
6,312
| – | – | 0.11% | 69 |
|
|
2013
Q4 | $369K | Hold |
6,312
| – | – | 0.1% | 67 |
|
|
2013
Q3 | $326K | Buy |
6,312
+1,500
| +31% | +$77.5K | 0.09% | 65 |
|
|
2013
Q2 | $254K | Buy |
+4,812
| New | +$254K | 0.08% | 68 |
|