Lakeshore Financial Planning’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 | $2.44M | Buy |
8,417
+37
| +0.4% | +$10.7K | 0.98% | 18 |
|
|
2025
Q1 | $2.06M | Sell |
8,380
-2,083
| -20% | -$511K | 0.86% | 17 |
|
|
2024
Q4 | $2.51M | Sell |
10,463
-269
| -3% | -$64.5K | 1.07% | 15 |
|
|
2024
Q3 | $2.26M | Sell |
10,732
-58
| -0.5% | -$12.2K | 1% | 16 |
|
|
2024
Q2 | $2.18M | Buy |
10,790
+2
| +0% | +$405 | 1.07% | 16 |
|
|
2024
Q1 | $2.16M | Buy |
10,788
+6
| +0.1% | +$1.2K | 1.09% | 16 |
|
|
2023
Q4 | $1.83M | Sell |
10,782
-72
| -0.7% | -$12.2K | 1.02% | 16 |
|
|
2023
Q3 | $1.57M | Buy |
+10,854
| New | +$1.57M | 0.9% | 18 |
|