LFAS
Level Four Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Sell |
101,520
-1,764
| -2% | -$511K | 1.08% | 16 |
|
|
2025
Q1 | $25.3M | Buy |
103,284
+4,259
| +4% | +$1.04M | 1.04% | 14 |
|
|
2024
Q4 | $23.7M | Buy |
99,025
+533
| +0.5% | +$128K | 0.97% | 15 |
|
|
2024
Q3 | $21.9M | Buy |
98,492
+29,657
| +43% | +$6.58M | 0.92% | 17 |
|
|
2024
Q2 | $13.9M | Sell |
68,835
-6,489
| -9% | -$1.31M | 0.63% | 26 |
|
|
2024
Q1 | $12.8M | Buy |
75,324
+1,893
| +3% | +$322K | 0.7% | 17 |
|
|
2023
Q4 | $12.5M | Sell |
73,431
-2,294
| -3% | -$390K | 0.7% | 17 |
|
|
2023
Q3 | $11M | Sell |
75,725
-13,194
| -15% | -$1.91M | 0.71% | 18 |
|
|
2023
Q2 | $12.9M | Buy |
88,919
+2,725
| +3% | +$396K | 0.78% | 18 |
|
|
2023
Q1 | $11.2M | Buy |
86,194
+1,333
| +2% | +$174K | 0.74% | 21 |
|
|
2022
Q4 | $11.4M | Buy |
84,861
+20,553
| +32% | +$2.76M | 0.84% | 18 |
|
|
2022
Q3 | $6.72M | Buy |
64,308
+2,774
| +5% | +$290K | 0.65% | 28 |
|
|
2022
Q2 | $6.93M | Buy |
61,534
+1,408
| +2% | +$159K | 0.65% | 27 |
|
|
2022
Q1 | $8.2M | Buy |
60,126
+2,528
| +4% | +$345K | 0.64% | 26 |
|
|
2021
Q4 | $9.12M | Buy |
57,598
+16,007
| +38% | +$2.53M | 0.7% | 23 |
|
|
2021
Q3 | $6.81M | Sell |
41,591
-22,183
| -35% | -$3.63M | 0.71% | 27 |
|
|
2021
Q2 | $9.92M | Buy |
63,774
+5,059
| +9% | +$787K | 0.69% | 27 |
|
|
2021
Q1 | $8.94M | Buy |
58,715
+1,940
| +3% | +$295K | 0.69% | 22 |
|
|
2020
Q4 | $7.21M | Sell |
56,775
-4,024
| -7% | -$511K | 0.58% | 35 |
|
|
2020
Q3 | $5.85M | Sell |
60,799
-5,566
| -8% | -$536K | 0.45% | 49 |
|
|
2020
Q2 | $6.24M | Buy |
66,365
+5,341
| +9% | +$502K | 0.48% | 41 |
|
|
2020
Q1 | $5.5M | Sell |
61,024
-4,452
| -7% | -$401K | 0.66% | 27 |
|
|
2019
Q4 | $23M | Buy |
65,476
+6,568
| +11% | +$2.31M | 0.91% | 18 |
|
|
2019
Q3 | $6.93M | Sell |
58,908
-3,072
| -5% | -$361K | 0.72% | 22 |
|
|
2019
Q2 | $6.93M | Sell |
61,980
-3,606
| -5% | -$403K | 0.7% | 21 |
|
|
2019
Q1 | $6.64M | Sell |
65,586
-1,308
| -2% | -$132K | 0.73% | 22 |
|
|
2018
Q4 | $6.53M | Buy |
66,894
+1,399
| +2% | +$137K | 0.81% | 19 |
|
|
2018
Q3 | $7.39M | Sell |
65,495
-6,072
| -8% | -$685K | 0.8% | 18 |
|
|
2018
Q2 | $7.46M | Buy |
71,567
+9,979
| +16% | +$1.04M | 0.54% | 41 |
|
|
2018
Q1 | $6.77M | Buy |
61,588
+2,905
| +5% | +$319K | 0.53% | 43 |
|
|
2017
Q4 | $6.28M | Buy |
58,683
+2,575
| +5% | +$275K | 0.49% | 49 |
|
|
2017
Q3 | $5.36M | Buy |
56,108
+3,055
| +6% | +$292K | 0.48% | 46 |
|
|
2017
Q2 | $4.57M | Sell |
53,053
-11,625
| -18% | -$1M | 0.7% | 31 |
|
|
2017
Q1 | $5.59M | Buy |
64,678
+2,668
| +4% | +$231K | 0.57% | 40 |
|
|
2016
Q4 | $5.35M | Buy |
+62,010
| New | +$5.35M | 0.68% | 25 |
|