Lauterbach Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29M | Buy |
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|
2025
Q1 | $7.01M | Buy |
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|
2024
Q4 | $6.85M | Sell |
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|
2024
Q3 | $6.13M | Hold |
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|
2024
Q2 | $5.79M | Buy |
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|
2024
Q1 | $5.81M | Sell |
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|
2023
Q4 | $5.02M | Buy |
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|
2023
Q3 | $4.25M | Hold |
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|
2023
Q2 | $4.27M | Buy |
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|
2023
Q1 | $3.82M | Sell |
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|
2022
Q4 | $4M | Buy |
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|
2022
Q3 | $3.12M | Sell |
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $4.25M | Hold |
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|
2021
Q4 | $4.94M | Buy |
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