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Lawson Kroeker Investment Management’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$302K Hold
1,042
0.06% 86
2025
Q1
$256K Hold
1,042
0.05% 86
2024
Q4
$250K Sell
1,042
-500
-32% -$120K 0.05% 88
2024
Q3
$325K Buy
1,542
+185
+14% +$39K 0.06% 85
2024
Q2
$274K Buy
+1,357
New +$274K 0.05% 89