LGT Financial Advisors’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
Q3 | $14.2K | Hold |
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|
2025
Q2 | $13K | Hold |
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|
2025
Q1 | $11K | Sell |
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|
2024
Q4 | $131K | Buy |
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|
2024
Q3 | $9.49K | Sell |
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|
2024
Q2 | $37.4K | Sell |
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $583K | Sell |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $797K | Buy |
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|
2022
Q4 | $495K | Buy |
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