Lavaca Capital’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 | $408K | Hold |
1,407
| – | – | 0.15% | 67 |
|
|
2025
Q1 | $345K | Sell |
1,407
-190
| -12% | -$46.6K | 0.14% | 70 |
|
|
2024
Q4 | $383K | Buy |
1,597
+590
| +59% | +$141K | 0.15% | 77 |
|
|
2024
Q3 | $212K | Hold |
1,007
| – | – | 0.09% | 97 |
|
|
2024
Q2 | $204K | Hold |
1,007
| – | – | 0.1% | 79 |
|
|
2024
Q1 | $202K | Buy |
+1,007
| New | +$202K | 0.12% | 74 |
|
|
2023
Q4 | – | Sell |
-9,572
| Closed | -$1.39M | – | 112 |
|
|
2023
Q3 | $1.39M | Buy |
9,572
+88
| +0.9% | +$12.8K | 0.47% | 39 |
|
|
2023
Q2 | $1.38M | Buy |
9,484
+3,120
| +49% | +$454K | 0.4% | 49 |
|
|
2023
Q1 | $850K | Buy |
6,364
+600
| +10% | +$80.2K | 0.18% | 80 |
|
|
2022
Q4 | $760K | Buy |
5,764
+3,587
| +165% | +$473K | 0.24% | 75 |
|
|
2022
Q3 | $251K | Sell |
2,177
-8,804
| -80% | -$1.02M | 0.09% | 98 |
|
|
2022
Q2 | $1.25M | Sell |
10,981
-482
| -4% | -$55K | 0.19% | 40 |
|
|
2022
Q1 | $1.56M | Buy |
11,463
+551
| +5% | +$75.1K | 0.17% | 42 |
|
|
2021
Q4 | $1.73M | Sell |
10,912
-2,191
| -17% | -$347K | 0.22% | 39 |
|
|
2021
Q3 | $2.15M | Buy |
13,103
+2,866
| +28% | +$469K | 0.22% | 24 |
|
|
2021
Q2 | $1.59M | Buy |
10,237
+5,600
| +121% | +$871K | 0.16% | 30 |
|
|
2021
Q1 | $706K | Sell |
4,637
-1,146
| -20% | -$174K | 0.06% | 68 |
|
|
2020
Q4 | $735K | Buy |
5,783
+207
| +4% | +$26.3K | 0.1% | 44 |
|
|
2020
Q3 | $537K | Sell |
5,576
-360
| -6% | -$34.7K | 0.08% | 52 |
|
|
2020
Q2 | $558K | Buy |
5,936
+2,600
| +78% | +$244K | 0.18% | 44 |
|
|
2020
Q1 | $300K | Buy |
3,336
+893
| +37% | +$80.3K | 0.29% | 50 |
|
|
2019
Q4 | $341K | Hold |
2,443
| – | – | 0.26% | 52 |
|
|
2019
Q3 | $288K | Buy |
2,443
+23
| +1% | +$2.71K | 0.22% | 64 |
|
|
2019
Q2 | $271K | Sell |
2,420
-79
| -3% | -$8.85K | 0.21% | 66 |
|
|
2019
Q1 | $253K | Hold |
2,499
| – | – | 0.22% | 59 |
|
|
2018
Q4 | $244K | Buy |
+2,499
| New | +$244K | 0.24% | 45 |
|