LWL
Leo Wealth LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
9,753
+4,358
| +81% | +$1.26M | 0.22% | 88 |
|
|
2025
Q1 | $1.32M | Sell |
5,395
-3,163
| -37% | -$776K | 0.19% | 102 |
|
|
2024
Q4 | $2.05M | Buy |
8,558
+94
| +1% | +$22.5K | 0.18% | 99 |
|
|
2024
Q3 | $1.78M | Sell |
8,464
-1,038
| -11% | -$219K | 0.16% | 100 |
|
|
2024
Q2 | $1.94M | Sell |
9,502
-813
| -8% | -$166K | 0.2% | 91 |
|
|
2024
Q1 | $2.06M | Sell |
10,315
-453
| -4% | -$90.5K | 0.21% | 85 |
|
|
2023
Q4 | $1.91M | Buy |
+10,768
| New | +$1.91M | 0.2% | 87 |
|