Lake Street Advisors Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.21M | Buy |
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|
2024
Q3 | $6.33M | Buy |
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|
2024
Q2 | $6.02M | Sell |
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|
2024
Q1 | $5.99M | Sell |
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|
2023
Q4 | $5.12M | Buy |
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|
2023
Q3 | $4.25M | Buy |
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|
2023
Q2 | $4.2M | Sell |
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|
2023
Q1 | $3.85M | Buy |
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|
2022
Q4 | $3.75M | Sell |
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|
2022
Q3 | $4.59M | Sell |
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|
2022
Q2 | $5.22M | Buy |
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|
2022
Q1 | $5.94M | Buy |
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|
2021
Q4 | $6.14M | Buy |
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|
2021
Q3 | $6.13M | Buy |
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|
2021
Q2 | $2.7M | Sell |
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|
2021
Q1 | $2.55M | Sell |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.49M | Sell |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $2.15M | Buy |
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|
2019
Q3 | $1.6M | Buy |
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|
2019
Q2 | $1.56M | Buy |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $1.21M | Buy |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.8M | Sell |
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|
2018
Q1 | $2.01M | Buy |
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|
2017
Q4 | $1.94M | Buy |
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