LWM
Lakeridge Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Sell |
11,649
-187
| -2% | -$54.2K | 1.55% | 19 |
|
|
2025
Q1 | $2.9M | Buy |
11,836
+2,173
| +22% | +$533K | 1.45% | 18 |
|
|
2024
Q4 | $2.32M | Buy |
9,663
+19
| +0.2% | +$4.55K | 1.2% | 18 |
|
|
2024
Q3 | $2.03M | Sell |
9,644
-25
| -0.3% | -$5.27K | 1.12% | 17 |
|
|
2024
Q2 | $1.96M | Buy |
9,669
+165
| +2% | +$33.4K | 1.18% | 20 |
|
|
2024
Q1 | $1.9M | Buy |
9,504
+325
| +4% | +$65.1K | 1.23% | 18 |
|
|
2023
Q4 | $1.56M | Buy |
+9,179
| New | +$1.56M | 1.13% | 20 |
|