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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.64M | Sell |
8,068
-15
| -0.2% | -$4.66K | 0.48% | 54 |
|
|
2026
Q1 | $2.38M | Sell |
8,083
-125
| -2% | -$37.9K | 0.49% | 54 |
|
|
2025
Q4 | $2.64M | Sell |
8,208
-123
| -1% | -$38.1K | 0.56% | 45 |
|
|
2025
Q3 | $2.63M | Buy |
8,331
+1,359
| +19% | +$404K | 0.58% | 42 |
|
|
2025
Q2 | $2.02M | Buy |
6,972
+107
| +2% | +$27.3K | 0.5% | 57 |
|
|
2025
Q1 | $1.68M | Buy |
6,865
+68
| +1% | +$17.3K | 0.46% | 65 |
|
|
2024
Q4 | $1.63M | Buy |
6,797
+20
| +0.3% | +$4.66K | 0.43% | 68 |
|
|
2024
Q3 | $1.43M | Buy |
6,777
+293
| +5% | +$61.7K | 0.39% | 76 |
|
|
2024
Q2 | $1.31M | Sell |
6,484
-7
| -0.1% | -$1.37K | 0.41% | 74 |
|
|
2024
Q1 | $1.3M | Sell |
6,491
-20
| -0.3% | -$3.61K | 0.42% | 70 |
|
|
2023
Q4 | $1.11M | Buy |
6,511
+236
| +4% | +$35.8K | 0.4% | 74 |
|
|
2023
Q3 | $910K | Buy |
6,275
+40
| +0.6% | +$6K | 0.36% | 77 |
|
|
2023
Q2 | $907K | Buy |
6,235
+522
| +9% | +$71.8K | 0.36% | 77 |
|
|
2023
Q1 | $744K | Sell |
5,713
-1,357
| -19% | -$186K | 0.31% | 82 |
|
|
2022
Q4 | $948K | Buy |
7,070
+798
| +13% | +$101K | 0.43% | 64 |
|
|
2022
Q3 | $655K | Buy |
6,272
+1,177
| +23% | +$135K | 0.34% | 76 |
|
|
2022
Q2 | $574K | Hold |
5,095
| – | – | 0.26% | 91 |
|
|
2022
Q1 | $695K | Sell |
5,095
-56
| -1% | -$8.27K | 0.28% | 88 |
|
|
2021
Q4 | $816K | Sell |
5,151
-116
| -2% | -$19.1K | 0.38% | 69 |
|
|
2021
Q3 | $862K | Sell |
5,267
-178
| -3% | -$27.9K | 0.44% | 62 |
|
|
2021
Q2 | $847K | Sell |
5,445
-150
| -3% | -$23.6K | 0.44% | 65 |
|
|
2021
Q1 | $852K | Sell |
5,595
-201
| -3% | -$28.9K | 0.48% | 56 |
|
|
2020
Q4 | $736K | Buy |
5,796
+436
| +8% | +$48.7K | 0.46% | 59 |
|
|
2020
Q3 | $516K | Buy |
5,360
+745
| +16% | +$73.2K | 0.35% | 70 |
|
|
2020
Q2 | $434K | Sell |
4,615
-3,775
| -45% | -$358K | 0.31% | 75 |
|
|
2020
Q1 | $755K | Buy |
8,390
+208
| +3% | +$25.3K | 0.59% | 54 |
|
|
2019
Q4 | $1.14M | Sell |
8,182
-14
| -0.2% | -$1.8K | 0.68% | 49 |
|
|
2019
Q3 | $928K | Sell |
8,196
-83
| -1% | -$9.39K | 0.63% | 56 |
|
|
2019
Q2 | $942K | Sell |
8,279
-296
| -3% | -$32.6K | 0.64% | 51 |
|
|
2019
Q1 | $868K | Buy |
+8,575
| New | +$883K | 0.63% | 55 |
|
Other funds holding JPM
CRM
CNB
SP
DLA
AAMU
P
DC
QCM
EB