Lane & Associates’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
Q1
$648K Sell
2024
Q4
$719K Sell
2024
Q3
$627K Buy
2024
Q2
$598K Buy
2024
Q1
$556K Buy
2023
Q4
$459K Sell
2023
Q3
$452K Buy
2023
Q2
$443K Buy
2023
Q1
$347K Buy