Lewis Asset Management’s JPMorgan Chase JPM Stock Holding History

Lewis Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.12M	Buy
2025 Q2	$831K	Buy
2025 Q1	$471K	Sell
2024 Q4	$467K	Sell
2024 Q3	$434K	Buy
2024 Q2	$385K	Buy
2024 Q1	$355K	Buy
2023 Q4	$301K	Buy