Lakeside Advisors’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 | $396K | Sell |
1,365
-49
| -3% | -$14.2K | 0.26% | 45 |
|
|
2025
Q1 | $347K | Sell |
1,414
-45
| -3% | -$11K | 0.23% | 51 |
|
|
2024
Q4 | $350K | Sell |
1,459
-293
| -17% | -$70.2K | 0.23% | 48 |
|
|
2024
Q3 | $369K | Buy |
1,752
+1
| +0.1% | +$211 | 0.23% | 50 |
|
|
2024
Q2 | $354K | Hold |
1,751
| – | – | 0.23% | 49 |
|
|
2024
Q1 | $351K | Buy |
1,751
+46
| +3% | +$9.21K | 0.22% | 51 |
|
|
2023
Q4 | $290K | Buy |
1,705
+1
| +0.1% | +$170 | 0.2% | 52 |
|
|
2023
Q3 | $247K | Hold |
1,704
| – | – | 0.19% | 53 |
|
|
2023
Q2 | $248K | Buy |
1,704
+1
| +0.1% | +$145 | 0.18% | 51 |
|
|
2023
Q1 | $222K | Buy |
1,703
+1
| +0.1% | +$130 | 0.17% | 55 |
|
|
2022
Q4 | $228K | Buy |
+1,702
| New | +$228K | 0.19% | 53 |
|
|
2022
Q2 | – | Sell |
-1,699
| Closed | -$232K | – | 62 |
|
|
2022
Q1 | $232K | Hold |
1,699
| – | – | 0.18% | 53 |
|
|
2021
Q4 | $269K | Buy |
+1,699
| New | +$269K | 0.2% | 46 |
|