LGL Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$674K Buy
2022
Q1
Sell
2021
Q4
$506K Buy
2020
Q1
Sell
2019
Q4
$381K Hold
2019
Q3
$322K Hold
2019
Q2
$306K Sell
2019
Q1
$316K Buy