LBMC Investment 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
Q3 | $2.73M | Buy |
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|
2025
Q2 | $1.97M | Hold |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.5M | Hold |
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|
2024
Q2 | $1.44M | Hold |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.27M | Hold |
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|
2023
Q3 | $1.07M | Hold |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $976K | Hold |
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|
2022
Q4 | $1M | Hold |
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|
2022
Q3 | $783K | Sell |
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|
2022
Q2 | $866K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.31K | Sell |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $801K | Sell |
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|
2020
Q4 | $672K | Buy |
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|
2020
Q3 | $503K | Hold |
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|
2020
Q2 | $491K | Sell |
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|
2020
Q1 | $494K | Sell |
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|
2019
Q4 | $765K | Sell |
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|
2019
Q3 | $758K | Sell |
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|
2019
Q2 | $804K | Buy |
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|
2019
Q1 | $671K | Sell |
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|
2018
Q4 | $688K | Buy |
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|
2018
Q3 | $738K | Sell |
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|
2018
Q2 | $688K | Buy |
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|
2018
Q1 | $577K | Hold |
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|
2017
Q4 | $561K | Buy |
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|
2017
Q3 | $360K | Buy |
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|
2017
Q2 | $230K | Buy |
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