Lake Street Private Wealth’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 | $9.4M | Sell |
32,422
-272
| -0.8% | -$78.9K | 1.34% | 13 |
|
|
2025
Q1 | $8.02M | Buy |
32,694
+982
| +3% | +$241K | 1.31% | 14 |
|
|
2024
Q4 | $7.6M | Sell |
31,712
-3,935
| -11% | -$943K | 1.21% | 17 |
|
|
2024
Q3 | $7.52M | Sell |
35,647
-10,319
| -22% | -$2.18M | 1.2% | 15 |
|
|
2024
Q2 | $9.3M | Sell |
45,966
-19
| -0% | -$3.84K | 1.2% | 14 |
|
|
2024
Q1 | $9.21M | Buy |
45,985
+5,779
| +14% | +$1.16M | 1.27% | 13 |
|
|
2023
Q4 | $6.84M | Sell |
40,206
-2,924
| -7% | -$497K | 1.08% | 17 |
|
|
2023
Q3 | $6.37M | Buy |
43,130
+10,311
| +31% | +$1.52M | 1.14% | 16 |
|
|
2023
Q2 | $4.77M | Sell |
32,819
-1,094
| -3% | -$159K | 0.84% | 27 |
|
|
2023
Q1 | $4.42M | Buy |
33,913
+1,002
| +3% | +$131K | 0.82% | 29 |
|
|
2022
Q4 | $4.41M | Buy |
+32,911
| New | +$4.41M | 0.91% | 25 |
|
|
2022
Q3 | – | Sell |
-53,641
| Closed | -$6.04M | – | 295 |
|
|
2022
Q2 | $6.04M | Buy |
53,641
+767
| +1% | +$86.4K | 1.27% | 15 |
|
|
2022
Q1 | $7.21M | Buy |
52,874
+2,136
| +4% | +$291K | 1.29% | 11 |
|
|
2021
Q4 | $8.03M | Buy |
50,738
+6,378
| +14% | +$1.01M | 1.41% | 12 |
|
|
2021
Q3 | $7.26M | Buy |
44,360
+775
| +2% | +$127K | 1.76% | 9 |
|
|
2021
Q2 | $6.85M | Sell |
43,585
-638
| -1% | -$100K | 1.74% | 10 |
|
|
2021
Q1 | $6.73M | Sell |
44,223
-645
| -1% | -$98.2K | 1.86% | 8 |
|
|
2020
Q4 | $5.7M | Sell |
44,868
-787
| -2% | -$100K | 1.65% | 10 |
|
|
2020
Q3 | $4.4M | Sell |
45,655
-628
| -1% | -$60.5K | 1.48% | 16 |
|
|
2020
Q2 | $4.35M | Buy |
46,283
+2,375
| +5% | +$223K | 1.61% | 13 |
|
|
2020
Q1 | $3.95M | Sell |
43,908
-6,859
| -14% | -$618K | 1.8% | 11 |
|
|
2019
Q4 | $7.08M | Buy |
50,767
+5,113
| +11% | +$713K | 2.71% | 3 |
|
|
2019
Q3 | $5.37M | Sell |
45,654
-923
| -2% | -$109K | 2.45% | 4 |
|
|
2019
Q2 | $5.21M | Buy |
46,577
+3,492
| +8% | +$390K | 3.07% | 4 |
|
|
2019
Q1 | $4.36M | Buy |
+43,085
| New | +$4.36M | 3% | 4 |
|