LIA
LBMC Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Hold |
6,781
| – | – | 0.14% | 64 |
|
|
2025
Q1 | $1.66M | Buy |
6,781
+55
| +0.8% | +$13.5K | 0.13% | 66 |
|
|
2024
Q4 | $1.61M | Sell |
6,726
-375
| -5% | -$89.9K | 0.13% | 64 |
|
|
2024
Q3 | $1.5M | Hold |
7,101
| – | – | 0.12% | 63 |
|
|
2024
Q2 | $1.44M | Hold |
7,101
| – | – | 0.12% | 60 |
|
|
2024
Q1 | $1.42M | Sell |
7,101
-389
| -5% | -$77.9K | 0.12% | 60 |
|
|
2023
Q4 | $1.27M | Hold |
7,490
| – | – | 0.12% | 51 |
|
|
2023
Q3 | $1.07M | Hold |
7,490
| – | – | 0.11% | 53 |
|
|
2023
Q2 | $1.09M | Hold |
7,490
| – | – | 0.11% | 54 |
|
|
2023
Q1 | $976K | Hold |
7,490
| – | – | 0.1% | 59 |
|
|
2022
Q4 | $1M | Hold |
7,490
| – | – | 0.11% | 54 |
|
|
2022
Q3 | $783K | Sell |
7,490
-200
| -3% | -$20.9K | 0.09% | 58 |
|
|
2022
Q2 | $866K | Sell |
7,690
-251
| -3% | -$28.3K | 0.09% | 54 |
|
|
2022
Q1 | $1.08M | Sell |
7,941
-76
| -0.9% | -$10.4K | 0.1% | 56 |
|
|
2021
Q4 | $1.27M | Buy |
8,017
+2,681
| +50% | +$425K | 0.11% | 51 |
|
|
2021
Q3 | $1.31K | Sell |
5,336
-2,448
| -31% | -$602 | 0.12% | 48 |
|
|
2021
Q2 | $1.21M | Buy |
7,784
+2,520
| +48% | +$392K | 0.12% | 53 |
|
|
2021
Q1 | $801K | Sell |
5,264
-25
| -0.5% | -$3.8K | 0.08% | 60 |
|
|
2020
Q4 | $672K | Buy |
5,289
+65
| +1% | +$8.26K | 0.08% | 60 |
|
|
2020
Q3 | $503K | Hold |
5,224
| – | – | 0.07% | 66 |
|
|
2020
Q2 | $491K | Sell |
5,224
-260
| -5% | -$24.4K | 0.08% | 57 |
|
|
2020
Q1 | $494K | Sell |
5,484
-7
| -0.1% | -$631 | 0.09% | 50 |
|
|
2019
Q4 | $765K | Sell |
5,491
-950
| -15% | -$132K | 0.11% | 43 |
|
|
2019
Q3 | $758K | Sell |
6,441
-750
| -10% | -$88.3K | 0.12% | 43 |
|
|
2019
Q2 | $804K | Buy |
7,191
+567
| +9% | +$63.4K | 0.12% | 41 |
|
|
2019
Q1 | $671K | Sell |
6,624
-425
| -6% | -$43.1K | 0.11% | 45 |
|
|
2018
Q4 | $688K | Buy |
7,049
+505
| +8% | +$49.3K | 0.13% | 41 |
|
|
2018
Q3 | $738K | Sell |
6,544
-59
| -0.9% | -$6.65K | 0.12% | 42 |
|
|
2018
Q2 | $688K | Buy |
6,603
+1,359
| +26% | +$142K | 0.11% | 46 |
|
|
2018
Q1 | $577K | Hold |
5,244
| – | – | 0.1% | 48 |
|
|
2017
Q4 | $561K | Buy |
5,244
+1,472
| +39% | +$157K | 0.09% | 52 |
|
|
2017
Q3 | $360K | Buy |
3,772
+1,261
| +50% | +$120K | 0.06% | 58 |
|
|
2017
Q2 | $230K | Buy |
+2,511
| New | +$230K | 0.04% | 70 |
|