Lakeshore Financial Planning’s JPMorgan Chase JPM Stock Holding History

Lakeshore Financial Planning’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.66M	Buy
2025 Q2	$2.44M	Buy
2025 Q1	$2.06M	Sell
2024 Q4	$2.51M	Sell
2024 Q3	$2.26M	Sell
2024 Q2	$2.18M	Buy
2024 Q1	$2.16M	Buy
2023 Q4	$1.83M	Sell
2023 Q3	$1.57M	Buy