Lebenthal Global 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
Q2 | $1.61M | Sell |
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|
2025
Q1 | $2.91M | Sell |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $939K | Buy |
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|
2023
Q2 | $878K | Buy |
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|
2023
Q1 | $639K | Buy |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $629K | Buy |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $978K | Buy |
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|
2021
Q3 | $726K | Buy |
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|
2021
Q2 | $447K | Sell |
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|
2021
Q1 | $549K | Buy |
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|
2020
Q4 | $369K | Buy |
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