LGT Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Hold |
45
| – | – | 0.03% | 188 |
|
|
2025
Q1 | $11K | Sell |
45
-500
| -92% | -$123K | 0.03% | 171 |
|
|
2024
Q4 | $131K | Buy |
545
+500
| +1,111% | +$120K | 0.29% | 70 |
|
|
2024
Q3 | $9.49K | Sell |
45
-140
| -76% | -$29.5K | 0.02% | 427 |
|
|
2024
Q2 | $37.4K | Sell |
185
-2,903
| -94% | -$587K | 0.08% | 188 |
|
|
2024
Q1 | $619K | Sell |
3,088
-341
| -10% | -$68.3K | 0.72% | 26 |
|
|
2023
Q4 | $583K | Sell |
3,429
-336
| -9% | -$57.2K | 0.71% | 24 |
|
|
2023
Q3 | $546K | Sell |
3,765
-7,177
| -66% | -$1.04M | 0.69% | 25 |
|
|
2023
Q2 | $1.59M | Buy |
10,942
+4,826
| +79% | +$702K | 1.69% | 10 |
|
|
2023
Q1 | $797K | Buy |
6,116
+2,427
| +66% | +$316K | 1.48% | 13 |
|
|
2022
Q4 | $495K | Buy |
+3,689
| New | +$495K | 0.58% | 33 |
|