LGA
Lebenthal Global Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
5,549
-6,301
| -53% | -$1.83M | 0.3% | 52 |
|
|
2025
Q1 | $2.91M | Sell |
11,850
-226
| -2% | -$55.4K | 0.54% | 27 |
|
|
2024
Q4 | $2.89M | Buy |
12,076
+2,764
| +30% | +$663K | 0.53% | 33 |
|
|
2024
Q3 | $1.96M | Buy |
9,312
+1,081
| +13% | +$228K | 0.4% | 33 |
|
|
2024
Q2 | $1.66M | Buy |
8,231
+316
| +4% | +$63.9K | 0.36% | 35 |
|
|
2024
Q1 | $1.59M | Buy |
7,915
+596
| +8% | +$119K | 0.35% | 35 |
|
|
2023
Q4 | $1.24M | Buy |
7,319
+842
| +13% | +$143K | 0.29% | 41 |
|
|
2023
Q3 | $939K | Buy |
6,477
+443
| +7% | +$64.2K | 0.28% | 40 |
|
|
2023
Q2 | $878K | Buy |
6,034
+1,133
| +23% | +$165K | 0.25% | 38 |
|
|
2023
Q1 | $639K | Buy |
4,901
+104
| +2% | +$13.6K | 0.2% | 53 |
|
|
2022
Q4 | $643K | Buy |
4,797
+647
| +16% | +$86.8K | 0.21% | 49 |
|
|
2022
Q3 | $433K | Sell |
4,150
-1,440
| -26% | -$150K | 0.2% | 65 |
|
|
2022
Q2 | $629K | Buy |
5,590
+1,171
| +26% | +$132K | 0.31% | 44 |
|
|
2022
Q1 | $602K | Sell |
4,419
-1,760
| -28% | -$240K | 0.26% | 66 |
|
|
2021
Q4 | $978K | Buy |
6,179
+1,740
| +39% | +$275K | 0.4% | 28 |
|
|
2021
Q3 | $726K | Buy |
4,439
+1,559
| +54% | +$255K | 0.46% | 35 |
|
|
2021
Q2 | $447K | Sell |
2,880
-727
| -20% | -$113K | 0.24% | 84 |
|
|
2021
Q1 | $549K | Buy |
3,607
+702
| +24% | +$107K | 0.34% | 40 |
|
|
2020
Q4 | $369K | Buy |
+2,905
| New | +$369K | 0.26% | 49 |
|