LA
Latitude Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
5,148
-50
| -1% | -$14.5K | 0.75% | 27 |
|
|
2025
Q1 | $1.28M | Sell |
5,198
-14
| -0.3% | -$3.43K | 0.74% | 28 |
|
|
2024
Q4 | $1.25M | Sell |
5,212
-46
| -0.9% | -$11K | 0.7% | 32 |
|
|
2024
Q3 | $1.11M | Buy |
5,258
+110
| +2% | +$23.2K | 0.63% | 37 |
|
|
2024
Q2 | $1.04M | Buy |
5,148
+143
| +3% | +$28.9K | 0.64% | 32 |
|
|
2024
Q1 | $1M | Buy |
5,005
+361
| +8% | +$72.3K | 0.63% | 31 |
|
|
2023
Q4 | $790K | Sell |
4,644
-102
| -2% | -$17.4K | 0.55% | 37 |
|
|
2023
Q3 | $688K | Sell |
4,746
-3
| -0.1% | -$435 | 0.49% | 41 |
|
|
2023
Q2 | $691K | Sell |
4,749
-1,526
| -24% | -$222K | 0.48% | 38 |
|
|
2023
Q1 | $818K | Sell |
6,275
-236
| -4% | -$30.8K | 0.59% | 36 |
|
|
2022
Q4 | $873K | Sell |
6,511
-104
| -2% | -$13.9K | 0.65% | 28 |
|
|
2022
Q3 | $691K | Buy |
6,615
+408
| +7% | +$42.6K | 0.57% | 32 |
|
|
2022
Q2 | $699K | Sell |
6,207
-8,821
| -59% | -$993K | 0.64% | 33 |
|
|
2022
Q1 | $2.05M | Buy |
15,028
+3,423
| +29% | +$467K | 0.46% | 37 |
|
|
2021
Q4 | $1.84M | Buy |
11,605
+450
| +4% | +$71.3K | 0.51% | 31 |
|
|
2021
Q3 | $1.83M | Buy |
11,155
+5,557
| +99% | +$910K | 0.58% | 28 |
|
|
2021
Q2 | $871K | Buy |
5,598
+37
| +0.7% | +$5.76K | 0.65% | 28 |
|
|
2021
Q1 | $847K | Sell |
5,561
-1,486
| -21% | -$226K | 0.69% | 30 |
|
|
2020
Q4 | $896K | Buy |
+7,047
| New | +$896K | 0.79% | 30 |
|