Lantz Financial’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
Q2 | $2.02M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $910K | Buy |
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|
2023
Q2 | $907K | Buy |
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|
2023
Q1 | $744K | Sell |
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|
2022
Q4 | $948K | Buy |
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|
2022
Q3 | $655K | Buy |
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|
2022
Q2 | $574K | Hold |
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|
2022
Q1 | $695K | Sell |
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|
2021
Q4 | $816K | Sell |
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|
2021
Q3 | $862K | Sell |
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|
2021
Q2 | $847K | Sell |
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|
2021
Q1 | $852K | Sell |
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|
2020
Q4 | $736K | Buy |
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|
2020
Q3 | $516K | Buy |
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|
2020
Q2 | $434K | Sell |
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|
2020
Q1 | $755K | Buy |
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|
2019
Q4 | $1.14M | Sell |
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|
2019
Q3 | $928K | Sell |
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|
2019
Q2 | $942K | Sell |
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|
2019
Q1 | $868K | Buy |
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