LIM
Lathrop Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
38,397
+32,224
| +522% | +$9.34M | 2.1% | 26 |
|
|
2025
Q1 | $1.51M | Buy |
6,173
+3,453
| +127% | +$847K | 0.3% | 46 |
|
|
2024
Q4 | $652K | Buy |
2,720
+7
| +0.3% | +$1.68K | 0.12% | 59 |
|
|
2024
Q3 | $572K | Buy |
2,713
+400
| +17% | +$84.3K | 0.11% | 62 |
|
|
2024
Q2 | $468K | Sell |
2,313
-50
| -2% | -$10.1K | 0.09% | 61 |
|
|
2024
Q1 | $473K | Sell |
2,363
-156
| -6% | -$31.2K | 0.09% | 60 |
|
|
2023
Q4 | $429K | Buy |
2,519
+88
| +4% | +$15K | 0.09% | 59 |
|
|
2023
Q3 | $353K | Hold |
2,431
| – | – | 0.08% | 65 |
|
|
2023
Q2 | $354K | Sell |
2,431
-100
| -4% | -$14.6K | 0.07% | 65 |
|
|
2023
Q1 | $330K | Hold |
2,531
| – | – | 0.07% | 66 |
|
|
2022
Q4 | $339K | Hold |
2,531
| – | – | 0.08% | 62 |
|
|
2022
Q3 | $265K | Hold |
2,531
| – | – | 0.07% | 61 |
|
|
2022
Q2 | $285K | Buy |
2,531
+140
| +6% | +$15.8K | 0.07% | 62 |
|
|
2022
Q1 | $326K | Hold |
2,391
| – | – | 0.07% | 61 |
|
|
2021
Q4 | $379K | Sell |
2,391
-114
| -5% | -$18.1K | 0.07% | 55 |
|
|
2021
Q3 | $410K | Hold |
2,505
| – | – | 0.09% | 51 |
|
|
2021
Q2 | $390K | Buy |
2,505
+56
| +2% | +$8.72K | 0.08% | 52 |
|
|
2021
Q1 | $373K | Hold |
2,449
| – | – | 0.08% | 53 |
|
|
2020
Q4 | $311K | Sell |
2,449
-13
| -0.5% | -$1.65K | 0.08% | 59 |
|
|
2020
Q3 | $237K | Hold |
2,462
| – | – | 0.07% | 65 |
|
|
2020
Q2 | $232K | Buy |
+2,462
| New | +$232K | 0.07% | 63 |
|
|
2020
Q1 | – | Sell |
-2,241
| Closed | -$312K | – | 68 |
|
|
2019
Q4 | $312K | Hold |
2,241
| – | – | 0.08% | 54 |
|
|
2019
Q3 | $264K | Buy |
2,241
+20
| +0.9% | +$2.36K | 0.07% | 57 |
|
|
2019
Q2 | $248K | Hold |
2,221
| – | – | 0.07% | 56 |
|
|
2019
Q1 | $225K | Hold |
2,221
| – | – | 0.07% | 60 |
|
|
2018
Q4 | $217K | Sell |
2,221
-140
| -6% | -$13.7K | 0.08% | 59 |
|
|
2018
Q3 | $266K | Sell |
2,361
-175
| -7% | -$19.7K | 0.07% | 55 |
|
|
2018
Q2 | $264K | Hold |
2,536
| – | – | 0.07% | 52 |
|
|
2018
Q1 | $279K | Hold |
2,536
| – | – | 0.08% | 51 |
|
|
2017
Q4 | $271K | Buy |
2,536
+337
| +15% | +$36K | 0.07% | 53 |
|
|
2017
Q3 | $210K | Hold |
2,199
| – | – | 0.06% | 58 |
|
|
2017
Q2 | $201K | Buy |
+2,199
| New | +$201K | 0.06% | 60 |
|