Lee Financial’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
Q3 | $3.68M | Buy |
|
|||||
|
2025
Q2 | $3.16M | Buy |
|
|||||
|
2025
Q1 | $2.49M | Sell |
|
|||||
|
2024
Q4 | $2.71M | Buy |
|
|||||
|
2024
Q3 | $2.34M | Buy |
|
|||||
|
2024
Q2 | $2.02M | Buy |
|
|||||
|
2024
Q1 | $1.58M | Buy |
|
|||||
|
2023
Q4 | $837K | Buy |
|
|||||
|
2023
Q3 | $707K | Buy |
|
|||||
|
2023
Q2 | $701K | Sell |
|
|||||
|
2023
Q1 | $651K | Buy |
|
|||||
|
2022
Q4 | $658K | Hold |
|
|||||
|
2022
Q3 | $512K | Buy |
|
|||||
|
2022
Q2 | $482K | Sell |
|
|||||
|
2022
Q1 | $592K | Buy |
|
|||||
|
2021
Q4 | $661K | Buy |
|
|||||
|
2021
Q3 | $526K | Buy |
|
|||||
|
2021
Q2 | $497K | Buy |
|
|||||
|
2021
Q1 | $409K | Buy |
|
|||||
|
2020
Q4 | $176K | Sell |
|
|||||
|
2020
Q3 | $142K | Sell |
|
|||||
|
2020
Q2 | $174K | Buy |
|
|||||
|
2020
Q1 | $104K | Sell |
|
|||||
|
2019
Q4 | $232K | Hold |
|
|||||
|
2019
Q3 | $195K | Hold |
|
|||||
|
2019
Q2 | $186K | Buy |
|
|||||
|
2019
Q1 | $125K | Buy |
|
|||||
|
2018
Q4 | $13K | Sell |
|
|||||
|
2018
Q3 | $353K | Sell |
|
|||||
|
2018
Q2 | $504K | Sell |
|
|||||
|
2018
Q1 | $554K | Buy |
|
|||||
|
2017
Q4 | $510K | Sell |
|
|||||
|
2017
Q3 | $1.34M | Sell |
|
|||||
|
2017
Q2 | $1.31M | Buy |
|
|||||
|
2017
Q1 | $1.18M | Sell |
|
|||||
|
2016
Q4 | $1.25M | Buy |
|