Lane & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $648K | Sell |
2,640
-51
| -2% | -$12.5K | 0.35% | 50 |
|
|
2024
Q4 | $719K | Sell |
2,691
-284
| -10% | -$75.9K | 0.37% | 49 |
|
|
2024
Q3 | $627K | Buy |
2,975
+17
| +0.6% | +$3.59K | 0.34% | 57 |
|
|
2024
Q2 | $598K | Buy |
2,958
+182
| +7% | +$36.8K | 0.35% | 59 |
|
|
2024
Q1 | $556K | Buy |
2,776
+75
| +3% | +$15K | 0.35% | 59 |
|
|
2023
Q4 | $459K | Sell |
2,701
-418
| -13% | -$71.1K | 0.33% | 61 |
|
|
2023
Q3 | $452K | Buy |
3,119
+74
| +2% | +$10.7K | 0.36% | 58 |
|
|
2023
Q2 | $443K | Buy |
3,045
+383
| +14% | +$55.7K | 0.35% | 56 |
|
|
2023
Q1 | $347K | Buy |
+2,662
| New | +$347K | 0.31% | 61 |
|