Lee Financial’s JPMorgan Chase JPM Stock Holding History

Lee Financial’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.16M	Buy	10,898 +766	+8%	+$222K	0.45%	22
2025 Q1	$2.49M	Sell	10,132 -1,194	-11%	-$293K	0.38%	24
2024 Q4	$2.71M	Buy	11,326 +233	+2%	+$55.9K	0.38%	24
2024 Q3	$2.34M	Buy	11,093 +1,094	+11%	+$231K	0.33%	29
2024 Q2	$2.02M	Buy	9,999 +2,101	+27%	+$425K	0.33%	30
2024 Q1	$1.58M	Buy	7,898 +2,978	+61%	+$596K	0.26%	39
2023 Q4	$837K	Buy	4,920 +48	+1%	+$8.17K	0.15%	73
2023 Q3	$707K	Buy	4,872 +52	+1%	+$7.54K	0.13%	73
2023 Q2	$701K	Sell	4,820 -173	-3%	-$25.2K	0.12%	75
2023 Q1	$651K	Buy	4,993 +88	+2%	+$11.5K	0.11%	74
2022 Q4	$658K	Hold	4,905	–	–	0.11%	85
2022 Q3	$512K	Buy	4,905 +623	+15%	+$65K	0.1%	90
2022 Q2	$482K	Sell	4,282 -61	-1%	-$6.87K	0.09%	92
2022 Q1	$592K	Buy	4,343 +169	+4%	+$23K	0.11%	88
2021 Q4	$661K	Buy	4,174 +961	+30%	+$152K	0.12%	85
2021 Q3	$526K	Buy	3,213 +18	+0.6%	+$2.95K	0.11%	92
2021 Q2	$497K	Buy	3,195 +506	+19%	+$78.7K	0.11%	90
2021 Q1	$409K	Buy	2,689 +1,304	+94%	+$198K	0.1%	94
2020 Q4	$176K	Sell	1,385 -86	-6%	-$10.9K	0.05%	122
2020 Q3	$142K	Sell	1,471 -384	-21%	-$37.1K	0.04%	131
2020 Q2	$174K	Buy	1,855 +700	+61%	+$65.7K	0.05%	125
2020 Q1	$104K	Sell	1,155 -506	-30%	-$45.6K	0.03%	132
2019 Q4	$232K	Hold	1,661	–	–	0.05%	117
2019 Q3	$195K	Hold	1,661	–	–	0.04%	116
2019 Q2	$186K	Buy	1,661 +422	+34%	+$47.3K	0.04%	130
2019 Q1	$125K	Buy	1,239 +1,109	+853%	+$112K	0.03%	149
2018 Q4	$13K	Sell	130 -3,000	-96%	-$300K	﹤0.01%	256
2018 Q3	$353K	Sell	3,130 -1,701	-35%	-$192K	0.09%	94
2018 Q2	$504K	Sell	4,831 -199	-4%	-$20.8K	0.12%	83
2018 Q1	$554K	Buy	5,030 +265	+6%	+$29.2K	0.14%	79
2017 Q4	$510K	Sell	4,765 -9,284	-66%	-$994K	0.15%	79
2017 Q3	$1.34M	Sell	14,049 -315	-2%	-$30.1K	0.43%	48
2017 Q2	$1.31M	Buy	14,364 +986	+7%	+$90.1K	0.48%	47
2017 Q1	$1.18M	Sell	13,378 -1,127	-8%	-$99.1K	0.47%	46
2016 Q4	$1.25M	Buy	+14,505	New	+$1.25M	0.7%	34