LIM
Leavell Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
94,921
+1,838
| +2% | +$533K | 1.23% | 12 |
|
|
2025
Q1 | $22.8M | Sell |
93,083
-820
| -0.9% | -$201K | 1.13% | 14 |
|
|
2024
Q4 | $22.5M | Buy |
93,903
+908
| +1% | +$218K | 1.1% | 13 |
|
|
2024
Q3 | $19.6M | Sell |
92,995
-604
| -0.6% | -$127K | 0.98% | 16 |
|
|
2024
Q2 | $18.9M | Buy |
93,599
+2,045
| +2% | +$414K | 1.05% | 16 |
|
|
2024
Q1 | $18.3M | Buy |
91,554
+2,406
| +3% | +$482K | 1.06% | 15 |
|
|
2023
Q4 | $15.2M | Buy |
89,148
+1,036
| +1% | +$176K | 0.96% | 19 |
|
|
2023
Q3 | $12.8M | Buy |
88,112
+94
| +0.1% | +$13.6K | 0.89% | 20 |
|
|
2023
Q2 | $12.8M | Buy |
88,018
+286
| +0.3% | +$41.6K | 0.87% | 23 |
|
|
2023
Q1 | $11.4M | Buy |
87,732
+349
| +0.4% | +$45.5K | 0.82% | 31 |
|
|
2022
Q4 | $11.7M | Sell |
87,383
-6,008
| -6% | -$806K | 0.88% | 31 |
|
|
2022
Q3 | $9.76M | Buy |
93,391
+3,418
| +4% | +$357K | 0.77% | 37 |
|
|
2022
Q2 | $10.1M | Buy |
89,973
+747
| +0.8% | +$84.1K | 0.78% | 35 |
|
|
2022
Q1 | $12.2M | Sell |
89,226
-257
| -0.3% | -$35K | 0.84% | 26 |
|
|
2021
Q4 | $14.2M | Buy |
89,483
+299
| +0.3% | +$47.3K | 0.94% | 22 |
|
|
2021
Q3 | $14.6M | Buy |
89,184
+1,796
| +2% | +$294K | 1.09% | 19 |
|
|
2021
Q2 | $13.3M | Hold |
87,388
| – | – | 1.08% | 23 |
|
|
2021
Q1 | $13.3M | Sell |
87,388
-579
| -0.7% | -$88.1K | 1.08% | 23 |
|
|
2020
Q4 | $11.2M | Sell |
87,967
-735
| -0.8% | -$93.4K | 0.97% | 25 |
|
|
2020
Q3 | $8.54M | Sell |
88,702
-587
| -0.7% | -$56.5K | 0.74% | 37 |
|
|
2020
Q2 | $8.4M | Buy |
89,289
+2,019
| +2% | +$190K | 0.82% | 32 |
|
|
2020
Q1 | $7.86M | Sell |
87,270
-298
| -0.3% | -$26.8K | 0.91% | 28 |
|
|
2019
Q4 | $12.2M | Buy |
87,568
+2,508
| +3% | +$350K | 1.14% | 21 |
|
|
2019
Q3 | $10M | Buy |
85,060
+846
| +1% | +$99.6K | 1.03% | 24 |
|
|
2019
Q2 | $9.42M | Buy |
84,214
+55
| +0.1% | +$6.15K | 0.99% | 25 |
|
|
2019
Q1 | $8.52M | Sell |
84,159
-436
| -0.5% | -$44.1K | 0.95% | 24 |
|
|
2018
Q4 | $8.26M | Buy |
84,595
+1,693
| +2% | +$165K | 1.04% | 22 |
|
|
2018
Q3 | $9.36M | Sell |
82,902
-2,050
| -2% | -$231K | 1.01% | 24 |
|
|
2018
Q2 | $8.85M | Buy |
84,952
+1,213
| +1% | +$126K | 1.01% | 24 |
|
|
2018
Q1 | $9.21M | Sell |
83,739
-1,722
| -2% | -$189K | 1.07% | 20 |
|
|
2017
Q4 | $9.14M | Buy |
85,461
+800
| +0.9% | +$85.6K | 1.08% | 19 |
|
|
2017
Q3 | $8.09M | Buy |
84,661
+3,206
| +4% | +$306K | 1% | 21 |
|
|
2017
Q2 | $7.45M | Buy |
81,455
+9,823
| +14% | +$898K | 0.94% | 22 |
|
|
2017
Q1 | $6.29M | Buy |
71,632
+12,610
| +21% | +$1.11M | 0.81% | 25 |
|
|
2016
Q4 | $5.09M | Buy |
59,022
+4,673
| +9% | +$403K | 0.7% | 30 |
|
|
2016
Q3 | $3.62M | Sell |
54,349
-1,172
| -2% | -$78K | 0.53% | 53 |
|
|
2016
Q2 | $3.45M | Buy |
55,521
+967
| +2% | +$60.1K | 0.51% | 55 |
|
|
2016
Q1 | $3.23M | Buy |
54,554
+2,072
| +4% | +$123K | 0.48% | 57 |
|
|
2015
Q4 | $3.47M | Buy |
52,482
+1,143
| +2% | +$75.5K | 0.51% | 49 |
|
|
2015
Q3 | $3.13M | Buy |
51,339
+705
| +1% | +$43K | 0.49% | 51 |
|
|
2015
Q2 | $3.43M | Hold |
50,634
| – | – | 0.53% | 48 |
|
|
2015
Q1 | $3.07M | Buy |
50,634
+2,820
| +6% | +$171K | 0.46% | 61 |
|
|
2014
Q4 | $2.99M | Hold |
47,814
| – | – | 0.46% | 59 |
|
|
2014
Q3 | $2.88M | Buy |
47,814
+500
| +1% | +$30.1K | 0.46% | 65 |
|
|
2014
Q2 | $2.73M | Buy |
47,314
+750
| +2% | +$43.2K | 0.43% | 70 |
|
|
2014
Q1 | $2.83M | Sell |
46,564
-24
| -0.1% | -$1.46K | 0.47% | 62 |
|
|
2013
Q4 | $2.72M | Sell |
46,588
-3,575
| -7% | -$209K | 0.46% | 67 |
|
|
2013
Q3 | $2.59M | Buy |
50,163
+200
| +0.4% | +$10.3K | 0.47% | 61 |
|
|
2013
Q2 | $2.64M | Buy |
+49,963
| New | +$2.64M | 0.49% | 55 |
|