Lake Street Advisors Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.21M | Buy |
30,093
+75
| +0.2% | +$18K | 0.33% | 52 |
|
|
2024
Q3 | $6.33M | Buy |
30,018
+236
| +0.8% | +$49.8K | 0.29% | 55 |
|
|
2024
Q2 | $6.02M | Sell |
29,782
-120
| -0.4% | -$24.3K | 0.29% | 58 |
|
|
2024
Q1 | $5.99M | Sell |
29,902
-192
| -0.6% | -$38.5K | 0.28% | 59 |
|
|
2023
Q4 | $5.12M | Buy |
30,094
+765
| +3% | +$130K | 0.26% | 61 |
|
|
2023
Q3 | $4.25M | Buy |
29,329
+445
| +2% | +$64.5K | 0.25% | 69 |
|
|
2023
Q2 | $4.2M | Sell |
28,884
-677
| -2% | -$98.5K | 0.23% | 68 |
|
|
2023
Q1 | $3.85M | Buy |
29,561
+1,588
| +6% | +$207K | 0.24% | 66 |
|
|
2022
Q4 | $3.75M | Sell |
27,973
-15,999
| -36% | -$2.15M | 0.25% | 65 |
|
|
2022
Q3 | $4.6M | Sell |
43,972
-2,400
| -5% | -$251K | 0.33% | 50 |
|
|
2022
Q2 | $5.22M | Buy |
46,372
+2,771
| +6% | +$312K | 0.37% | 45 |
|
|
2022
Q1 | $5.94M | Buy |
43,601
+4,801
| +12% | +$655K | 0.38% | 41 |
|
|
2021
Q4 | $6.14M | Buy |
38,800
+1,342
| +4% | +$213K | 0.39% | 43 |
|
|
2021
Q3 | $6.13M | Buy |
37,458
+20,793
| +125% | +$3.4M | 0.66% | 33 |
|
|
2021
Q2 | $2.7M | Sell |
16,665
-63
| -0.4% | -$10.2K | 0.2% | 57 |
|
|
2021
Q1 | $2.55M | Sell |
16,728
-155
| -0.9% | -$23.6K | 0.21% | 50 |
|
|
2020
Q4 | $2.15M | Buy |
16,883
+776
| +5% | +$98.6K | 0.18% | 57 |
|
|
2020
Q3 | $1.55M | Buy |
16,107
+231
| +1% | +$22.2K | 0.15% | 64 |
|
|
2020
Q2 | $1.49M | Sell |
15,876
-104
| -0.7% | -$9.78K | 0.15% | 61 |
|
|
2020
Q1 | $1.44M | Buy |
15,980
+593
| +4% | +$53.4K | 0.18% | 53 |
|
|
2019
Q4 | $2.15M | Buy |
15,387
+613
| +4% | +$85.5K | 0.21% | 41 |
|
|
2019
Q3 | $1.6M | Buy |
14,774
+784
| +6% | +$85.1K | 0.17% | 43 |
|
|
2019
Q2 | $1.56M | Buy |
13,990
+1,916
| +16% | +$214K | 0.17% | 41 |
|
|
2019
Q1 | $1.22M | Sell |
12,074
-323
| -3% | -$32.7K | 0.13% | 54 |
|
|
2018
Q4 | $1.21M | Buy |
12,397
+1,021
| +9% | +$99.7K | 0.15% | 45 |
|
|
2018
Q3 | $1.28M | Sell |
11,376
-5,858
| -34% | -$661K | 0.14% | 42 |
|
|
2018
Q2 | $1.8M | Sell |
17,234
-1,058
| -6% | -$110K | 0.18% | 41 |
|
|
2018
Q1 | $2.01M | Buy |
18,292
+172
| +0.9% | +$18.9K | 0.23% | 34 |
|
|
2017
Q4 | $1.94M | Buy |
+18,120
| New | +$1.94M | 0.22% | 32 |
|