Lakeshore Capital Group’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
$1.25M Sell
4,323
-481
-10% -$139K 1.11% 28
2025
Q1
$1.18M Buy
4,804
+41
+0.9% +$10.1K 1.14% 29
2024
Q4
$1.14M Buy
+4,763
New +$1.14M 1.73% 20