LWA
Lantern Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
+13,260
| New | +$3.84M | 2.29% | 10 |
|
|
2024
Q4 | $3.26M | Buy |
13,613
+46
| +0.3% | +$11K | 2.12% | 10 |
|
|
2024
Q3 | $2.86M | Buy |
13,567
+57
| +0.4% | +$12K | 1.98% | 12 |
|
|
2024
Q2 | $2.73M | Sell |
13,510
-601
| -4% | -$122K | 1.98% | 15 |
|
|
2024
Q1 | $2.82M | Sell |
14,111
-99
| -0.7% | -$19.8K | 1.98% | 14 |
|
|
2023
Q4 | $2.42M | Buy |
+14,210
| New | +$2.42M | 1.9% | 15 |
|