Lakewood Asset Management’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 | $568K | Sell |
1,960
-6
| -0.3% | -$1.74K | 0.38% | 57 |
|
|
2025
Q1 | $482K | Sell |
1,966
-1,152
| -37% | -$283K | 0.33% | 60 |
|
|
2024
Q4 | $747K | Hold |
3,118
| – | – | 0.51% | 59 |
|
|
2024
Q3 | $657K | Sell |
3,118
-54
| -2% | -$11.4K | 0.45% | 61 |
|
|
2024
Q2 | $642K | Buy |
3,172
+1
| +0% | +$202 | 0.45% | 62 |
|
|
2024
Q1 | $635K | Buy |
3,171
+1,159
| +58% | +$232K | 0.43% | 62 |
|
|
2023
Q4 | $342K | Sell |
2,012
-226
| -10% | -$38.4K | 0.27% | 76 |
|
|
2023
Q3 | $325K | Buy |
2,238
+7
| +0.3% | +$1.02K | 0.26% | 79 |
|
|
2023
Q2 | $324K | Buy |
2,231
+9
| +0.4% | +$1.31K | 0.26% | 85 |
|
|
2023
Q1 | $290K | Buy |
2,222
+8
| +0.4% | +$1.04K | 0.24% | 84 |
|
|
2022
Q4 | $297K | Buy |
+2,214
| New | +$297K | 0.24% | 82 |
|