LCM 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 | $1.12M | Buy |
3,847
+36
| +0.9% | +$10.4K | 0.58% | 31 |
|
|
2025
Q1 | $935K | Hold |
3,811
| – | – | 0.55% | 37 |
|
|
2024
Q4 | $914K | Hold |
3,811
| – | – | 0.52% | 37 |
|
|
2024
Q3 | $804K | Hold |
3,811
| – | – | 0.46% | 38 |
|
|
2024
Q2 | $771K | Hold |
3,811
| – | – | 0.48% | 36 |
|
|
2024
Q1 | $763K | Buy |
3,811
+1
| +0% | +$200 | 0.49% | 35 |
|
|
2023
Q4 | $648K | Hold |
3,810
| – | – | 0.47% | 37 |
|
|
2023
Q3 | $553K | Buy |
3,810
+28
| +0.7% | +$4.06K | 0.45% | 41 |
|
|
2023
Q2 | $550K | Sell |
3,782
-18
| -0.5% | -$2.62K | 0.45% | 42 |
|
|
2023
Q1 | $495K | Sell |
3,800
-23
| -0.6% | -$3K | 0.43% | 42 |
|
|
2022
Q4 | $513K | Hold |
3,823
| – | – | 0.5% | 38 |
|
|
2022
Q3 | $400K | Hold |
3,823
| – | – | 0.42% | 42 |
|
|
2022
Q2 | $431K | Hold |
3,823
| – | – | 0.42% | 42 |
|
|
2022
Q1 | $521K | Hold |
3,823
| – | – | 0.42% | 45 |
|
|
2021
Q4 | $605K | Sell |
3,823
-500
| -12% | -$79.1K | 0.47% | 40 |
|
|
2021
Q3 | $708K | Hold |
4,323
| – | – | 0.6% | 33 |
|
|
2021
Q2 | $672K | Buy |
4,323
+18
| +0.4% | +$2.8K | 0.56% | 34 |
|
|
2021
Q1 | $655K | Hold |
4,305
| – | – | 0.59% | 33 |
|
|
2020
Q4 | $547K | Buy |
+4,305
| New | +$547K | 0.52% | 37 |
|