LAM
Lewis Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Buy |
2,865
+944
| +49% | +$274K | 0.39% | 64 |
|
|
2025
Q1 | $471K | Sell |
1,921
-27
| -1% | -$6.62K | 0.39% | 67 |
|
|
2024
Q4 | $467K | Sell |
1,948
-110
| -5% | -$26.4K | 0.36% | 70 |
|
|
2024
Q3 | $434K | Buy |
2,058
+155
| +8% | +$32.7K | 0.32% | 78 |
|
|
2024
Q2 | $385K | Buy |
1,903
+129
| +7% | +$26.1K | 0.29% | 73 |
|
|
2024
Q1 | $355K | Buy |
1,774
+4
| +0.2% | +$801 | 0.29% | 78 |
|
|
2023
Q4 | $301K | Buy |
+1,770
| New | +$301K | 0.28% | 84 |
|