Lazari Capital Management’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 | $2.5M | Sell |
8,636
-288
| -3% | -$83.5K | 0.94% | 21 |
|
|
2025
Q1 | $2.19M | Sell |
8,924
-281
| -3% | -$68.9K | 0.9% | 22 |
|
|
2024
Q4 | $2.21M | Buy |
9,205
+69
| +0.8% | +$16.5K | 0.88% | 21 |
|
|
2024
Q3 | $1.93M | Sell |
9,136
-132
| -1% | -$27.8K | 0.82% | 25 |
|
|
2024
Q2 | $1.87M | Buy |
9,268
+1,820
| +24% | +$368K | 0.85% | 23 |
|
|
2024
Q1 | $1.49M | Sell |
7,448
-596
| -7% | -$119K | 0.81% | 23 |
|
|
2023
Q4 | $1.37M | Sell |
8,044
-164
| -2% | -$27.9K | 0.78% | 25 |
|
|
2023
Q3 | $1.19M | Buy |
8,208
+63
| +0.8% | +$9.14K | 0.71% | 27 |
|
|
2023
Q2 | $1.18M | Buy |
+8,145
| New | +$1.18M | 0.67% | 27 |
|