LA
LexAurum Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
8,453
-442
| -5% | -$128K | 0.39% | 51 |
|
|
2025
Q1 | $2.18M | Buy |
8,895
+151
| +2% | +$37K | 0.42% | 47 |
|
|
2024
Q4 | $2.1M | Buy |
8,744
+434
| +5% | +$104K | 0.42% | 48 |
|
|
2024
Q3 | $1.75M | Buy |
8,310
+36
| +0.4% | +$7.59K | 0.39% | 49 |
|
|
2024
Q2 | $1.67M | Sell |
8,274
-208
| -2% | -$42.1K | 0.41% | 48 |
|
|
2024
Q1 | $1.7M | Sell |
8,482
-2,542
| -23% | -$509K | 0.43% | 47 |
|
|
2023
Q4 | $1.88M | Sell |
11,024
-157
| -1% | -$26.7K | 0.49% | 40 |
|
|
2023
Q3 | $1.62M | Buy |
11,181
+801
| +8% | +$116K | 0.47% | 41 |
|
|
2023
Q2 | $1.51M | Buy |
10,380
+3,995
| +63% | +$581K | 0.45% | 44 |
|
|
2023
Q1 | $832K | Buy |
6,385
+33
| +0.5% | +$4.3K | 0.28% | 81 |
|
|
2022
Q4 | $852K | Sell |
6,352
-86
| -1% | -$11.5K | 0.31% | 70 |
|
|
2022
Q3 | $673K | Sell |
6,438
-49
| -0.8% | -$5.12K | 0.26% | 81 |
|
|
2022
Q2 | $730K | Sell |
6,487
-424
| -6% | -$47.7K | 0.27% | 75 |
|
|
2022
Q1 | $942K | Sell |
6,911
-153
| -2% | -$20.9K | 0.31% | 70 |
|
|
2021
Q4 | $1.12M | Sell |
7,064
-6,190
| -47% | -$981K | 0.36% | 54 |
|
|
2021
Q3 | $2.17M | Sell |
13,254
-53
| -0.4% | -$8.68K | 0.64% | 37 |
|
|
2021
Q2 | $2.07M | Buy |
13,307
+637
| +5% | +$99.1K | 0.61% | 42 |
|
|
2021
Q1 | $1.93M | Buy |
12,670
+44
| +0.3% | +$6.7K | 0.66% | 40 |
|
|
2020
Q4 | $1.6M | Buy |
12,626
+932
| +8% | +$118K | 0.57% | 42 |
|
|
2020
Q3 | $1.13M | Buy |
11,694
+1,524
| +15% | +$147K | 0.46% | 48 |
|
|
2020
Q2 | $957K | Sell |
10,170
-364
| -3% | -$34.3K | 0.52% | 45 |
|
|
2020
Q1 | $948K | Buy |
10,534
+5,377
| +104% | +$484K | 0.66% | 31 |
|
|
2019
Q4 | $719K | Buy |
5,157
+754
| +17% | +$105K | 0.36% | 67 |
|
|
2019
Q3 | $518K | Buy |
4,403
+289
| +7% | +$34K | 0.31% | 81 |
|
|
2019
Q2 | $460K | Buy |
4,114
+762
| +23% | +$85.2K | 0.28% | 86 |
|
|
2019
Q1 | $339K | Buy |
3,352
+966
| +40% | +$97.7K | 0.22% | 97 |
|
|
2018
Q4 | $233K | Buy |
2,386
+315
| +15% | +$30.8K | 0.18% | 124 |
|
|
2018
Q3 | $234K | Sell |
2,071
-18
| -0.9% | -$2.03K | 0.16% | 126 |
|
|
2018
Q2 | $218K | Buy |
+2,089
| New | +$218K | 0.19% | 120 |
|
|
2018
Q1 | – | Sell |
-1,970
| Closed | -$222K | – | 156 |
|
|
2017
Q4 | $222K | Buy |
+1,970
| New | +$222K | 0.21% | 129 |
|