LaSalle St. Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
6,305
-448
| -7% | -$130K | 0.5% | 39 |
|
|
2025
Q1 | $1.66M | Buy |
6,753
+783
| +13% | +$192K | 0.39% | 43 |
|
|
2024
Q4 | $1.43M | Buy |
5,970
+1,236
| +26% | +$296K | 0.44% | 38 |
|
|
2024
Q3 | $998K | Buy |
4,734
+2,374
| +101% | +$500K | 0.39% | 45 |
|
|
2024
Q2 | $477K | Buy |
2,360
+271
| +13% | +$54.8K | 0.24% | 79 |
|
|
2024
Q1 | $390K | Buy |
+2,089
| New | +$390K | 0.22% | 76 |
|
|
2023
Q4 | – | Sell |
-1,903
| Closed | -$276K | – | 133 |
|
|
2023
Q3 | $276K | Sell |
1,903
-782
| -29% | -$113K | 0.14% | 93 |
|
|
2023
Q2 | $390K | Buy |
2,685
+606
| +29% | +$88K | 0.17% | 69 |
|
|
2023
Q1 | $270K | Buy |
+2,079
| New | +$270K | 0.12% | 98 |
|