Laidlaw Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
1,973
+127
| +7% | +$36.8K | 1.65% | 21 |
|
|
2025
Q1 | $453K | Sell |
1,846
-1,047
| -36% | -$257K | 1.33% | 22 |
|
|
2024
Q4 | $693K | Sell |
2,893
-136
| -4% | -$32.6K | 0.3% | 81 |
|
|
2024
Q3 | $639K | Sell |
3,029
-200
| -6% | -$42.2K | 0.32% | 87 |
|
|
2024
Q2 | $653K | Sell |
3,229
-719
| -18% | -$145K | 0.36% | 75 |
|
|
2024
Q1 | $791K | Sell |
3,948
-11,473
| -74% | -$2.3M | 0.44% | 64 |
|
|
2023
Q4 | $2.62M | Sell |
15,421
-4,524
| -23% | -$770K | 0.95% | 25 |
|
|
2023
Q3 | $2.89M | Sell |
19,945
-21,736
| -52% | -$3.15M | 0.96% | 23 |
|
|
2023
Q2 | $6.06M | Buy |
41,681
+3,782
| +10% | +$550K | 1.19% | 11 |
|
|
2023
Q1 | $4.94M | Buy |
37,899
+4,180
| +12% | +$545K | 1.01% | 15 |
|
|
2022
Q4 | $4.52M | Buy |
33,719
+634
| +2% | +$85K | 0.97% | 15 |
|
|
2022
Q3 | $3.46M | Buy |
33,085
+136
| +0.4% | +$14.2K | 0.81% | 26 |
|
|
2022
Q2 | $3.71M | Buy |
32,949
+2,148
| +7% | +$242K | 0.76% | 29 |
|
|
2022
Q1 | $4.2M | Sell |
30,801
-1,069
| -3% | -$146K | 0.7% | 31 |
|
|
2021
Q4 | $5.05M | Buy |
31,870
+3,691
| +13% | +$585K | 0.81% | 24 |
|
|
2021
Q3 | $4.61M | Buy |
28,179
+2,818
| +11% | +$461K | 1.18% | 18 |
|
|
2021
Q2 | $3.95M | Buy |
25,361
+122
| +0.5% | +$19K | 1.02% | 24 |
|
|
2021
Q1 | $3.84M | Sell |
25,239
-2,119
| -8% | -$323K | 1.31% | 14 |
|
|
2020
Q4 | $3.48M | Buy |
27,358
+12,428
| +83% | +$1.58M | 0.73% | 28 |
|
|
2020
Q3 | $1.44M | Sell |
14,930
-12
| -0.1% | -$1.16K | 0.64% | 50 |
|
|
2020
Q2 | $1.41M | Buy |
14,942
+1,168
| +8% | +$110K | 0.73% | 46 |
|
|
2020
Q1 | $1.24M | Buy |
13,774
+429
| +3% | +$38.6K | 0.81% | 42 |
|
|
2019
Q4 | $1.86M | Buy |
+13,345
| New | +$1.86M | 1.18% | 18 |
|