Lakeside Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Sell |
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|
2025
Q2 | $396K | Sell |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $369K | Buy |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $269K | Buy |
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