Lauterbach Financial 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 | $8.29M | Buy |
28,606
+18
| +0.1% | +$5.22K | 4.56% | 6 |
|
|
2025
Q1 | $7.01M | Buy |
28,588
+16
| +0.1% | +$3.93K | 4.37% | 6 |
|
|
2024
Q4 | $6.85M | Sell |
28,572
-486
| -2% | -$117K | 4.16% | 7 |
|
|
2024
Q3 | $6.13M | Hold |
29,058
| – | – | 3.73% | 7 |
|
|
2024
Q2 | $5.79M | Buy |
29,058
+30
| +0.1% | +$5.97K | 3.81% | 7 |
|
|
2024
Q1 | $5.81M | Sell |
29,028
-507
| -2% | -$102K | 3.82% | 7 |
|
|
2023
Q4 | $5.02M | Buy |
29,535
+210
| +0.7% | +$35.7K | 3.5% | 7 |
|
|
2023
Q3 | $4.25M | Hold |
29,325
| – | – | 3.34% | 7 |
|
|
2023
Q2 | $4.27M | Buy |
29,325
+4
| +0% | +$582 | 3.26% | 7 |
|
|
2023
Q1 | $3.82M | Sell |
29,321
-542
| -2% | -$70.6K | 3.09% | 7 |
|
|
2022
Q4 | $4M | Buy |
29,863
+4
| +0% | +$536 | 3.57% | 6 |
|
|
2022
Q3 | $3.12M | Sell |
29,859
-1,007
| -3% | -$105K | 3.18% | 6 |
|
|
2022
Q2 | $3.48M | Sell |
30,866
-314
| -1% | -$35.4K | 3.3% | 6 |
|
|
2022
Q1 | $4.25M | Hold |
31,180
| – | – | 3.86% | 5 |
|
|
2021
Q4 | $4.94M | Buy |
+31,180
| New | +$4.94M | 4.36% | 5 |
|