LCM
Leisure Capital Management’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.38M | Sell |
18,547
-320
| -2% | -$92.8K | 2.03% | 11 |
|
2025
Q1 | $4.63M | Sell |
18,867
-52
| -0.3% | -$12.8K | 1.9% | 11 |
|
2024
Q4 | $4.54M | Sell |
18,919
-159
| -0.8% | -$38.1K | 1.78% | 11 |
|
2024
Q3 | $4.02M | Sell |
19,078
-1,330
| -7% | -$280K | 1.72% | 10 |
|
2024
Q2 | $4.13M | Sell |
20,408
-85
| -0.4% | -$17.2K | 1.92% | 11 |
|
2024
Q1 | $4.1M | Sell |
20,493
-309
| -1% | -$61.9K | 2.06% | 8 |
|
2023
Q4 | $3.54M | Sell |
20,802
-1,218
| -6% | -$207K | 1.91% | 8 |
|
2023
Q3 | $3.19M | Sell |
22,020
-143
| -0.6% | -$20.7K | 1.84% | 8 |
|
2023
Q2 | $3.22M | Sell |
22,163
-332
| -1% | -$48.3K | 1.78% | 9 |
|
2023
Q1 | $2.93M | Buy |
22,495
+188
| +0.8% | +$24.5K | 1.68% | 10 |
|
2022
Q4 | $2.99M | Sell |
22,307
-429
| -2% | -$57.5K | 1.55% | 16 |
|
2022
Q3 | $2.38M | Buy |
22,736
+600
| +3% | +$62.7K | 1.44% | 15 |
|
2022
Q2 | $2.49M | Sell |
22,136
-91
| -0.4% | -$10.2K | 1.29% | 16 |
|
2022
Q1 | $3.03M | Buy |
22,227
+192
| +0.9% | +$26.2K | 1.53% | 12 |
|
2021
Q4 | $3.49M | Buy |
22,035
+120
| +0.5% | +$19K | 1.61% | 11 |
|
2021
Q3 | $3.59M | Buy |
21,915
+1,314
| +6% | +$215K | 1.93% | 8 |
|
2021
Q2 | $3.2M | Sell |
20,601
-342
| -2% | -$53.2K | 1.79% | 10 |
|
2021
Q1 | $3.19M | Sell |
20,943
-307
| -1% | -$46.7K | 1.93% | 10 |
|
2020
Q4 | $2.7M | Buy |
21,250
+349
| +2% | +$44.3K | 1.76% | 11 |
|
2020
Q3 | $2.01M | Sell |
20,901
-60
| -0.3% | -$5.78K | 1.51% | 15 |
|
2020
Q2 | $1.97M | Sell |
20,961
-233
| -1% | -$21.9K | 1.59% | 14 |
|
2020
Q1 | $1.91M | Buy |
21,194
+1,402
| +7% | +$126K | 1.84% | 12 |
|
2019
Q4 | $2.76M | Sell |
19,792
-380
| -2% | -$53K | 2.21% | 7 |
|
2019
Q3 | $2.37M | Buy |
20,172
+117
| +0.6% | +$13.8K | 1.98% | 10 |
|
2019
Q2 | $2.24M | Sell |
20,055
-374
| -2% | -$41.8K | 1.97% | 10 |
|
2019
Q1 | $2.07M | Sell |
20,429
-269
| -1% | -$27.2K | 1.74% | 12 |
|
2018
Q4 | $2.02M | Sell |
20,698
-507
| -2% | -$49.5K | 1.9% | 12 |
|
2018
Q3 | $2.39M | Sell |
21,205
-2,621
| -11% | -$296K | 1.94% | 9 |
|
2018
Q2 | $2.48M | Sell |
23,826
-2,406
| -9% | -$251K | 2.12% | 6 |
|
2018
Q1 | $2.89M | Sell |
26,232
-2,720
| -9% | -$299K | 2.54% | 6 |
|
2017
Q4 | $3.1M | Buy |
28,952
+1,400
| +5% | +$150K | 2.57% | 7 |
|
2017
Q3 | $2.63M | Sell |
27,552
-460
| -2% | -$43.9K | 2.31% | 8 |
|
2017
Q2 | $2.56M | Sell |
28,012
-1,209
| -4% | -$110K | 2.28% | 8 |
|
2017
Q1 | $2.57M | Buy |
29,221
+232
| +0.8% | +$20.4K | 2.28% | 8 |
|
2016
Q4 | $2.5M | Sell |
28,989
-405
| -1% | -$34.9K | 2.25% | 10 |
|
2016
Q3 | $1.96M | Buy |
29,394
+123
| +0.4% | +$8.19K | 1.83% | 21 |
|
2016
Q2 | $1.82M | Sell |
29,271
-408
| -1% | -$25.4K | 1.79% | 22 |
|
2016
Q1 | $1.76M | Buy |
29,679
+57
| +0.2% | +$3.38K | 1.75% | 23 |
|
2015
Q4 | $1.96M | Buy |
29,622
+484
| +2% | +$32K | 1.78% | 19 |
|
2015
Q3 | $1.78M | Sell |
29,138
-75
| -0.3% | -$4.57K | 1.93% | 19 |
|
2015
Q2 | $1.98M | Buy |
29,213
+541
| +2% | +$36.6K | 1.95% | 12 |
|
2015
Q1 | $1.74M | Buy |
28,672
+337
| +1% | +$20.4K | 1.7% | 26 |
|
2014
Q4 | $1.77M | Buy |
+28,335
| New | +$1.77M | 1.71% | 25 |
|