Lee Johnson Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Buy |
24,494
+6,481
| +36% | +$1.88M | 2.44% | 8 |
|
|
2025
Q1 | $4.42M | Sell |
18,013
-1,215
| -6% | -$298K | 2.34% | 8 |
|
|
2024
Q4 | $4.61M | Buy |
19,228
+310
| +2% | +$74.3K | 2.43% | 16 |
|
|
2024
Q3 | $3.99M | Buy |
+18,918
| New | +$3.99M | 2.05% | 16 |
|
|
2022
Q3 | – | Sell |
-12,307
| Closed | -$1.39M | – | 31 |
|
|
2022
Q2 | $1.39M | Buy |
12,307
+272
| +2% | +$30.6K | 1.65% | 18 |
|
|
2022
Q1 | $1.64M | Buy |
12,035
+4,458
| +59% | +$608K | 1.46% | 27 |
|
|
2021
Q4 | $1.2M | Buy |
+7,577
| New | +$1.2M | 0.98% | 42 |
|