LGT Fund Management’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 | $15.9M | Buy |
54,715
+19,993
| +58% | +$5.8M | 1.39% | 18 |
|
|
2025
Q1 | $8.52M | Sell |
34,722
-5,445
| -14% | -$1.34M | 0.77% | 38 |
|
|
2024
Q4 | $9.63M | Sell |
40,167
-362
| -0.9% | -$86.8K | 0.84% | 29 |
|
|
2024
Q3 | $8.4M | Sell |
40,529
-1,834
| -4% | -$380K | 0.87% | 34 |
|
|
2024
Q2 | $8.57M | Buy |
42,363
+25,353
| +149% | +$5.13M | 1.07% | 26 |
|
|
2024
Q1 | $3.41M | Buy |
17,010
+140
| +0.8% | +$28K | 1.42% | 23 |
|
|
2023
Q4 | $2.87M | Buy |
16,870
+5,970
| +55% | +$1.02M | 1.23% | 29 |
|
|
2023
Q3 | $1.57M | Buy |
10,900
+650
| +6% | +$93.5K | 0.76% | 54 |
|
|
2023
Q2 | $1.49M | Sell |
10,250
-7,300
| -42% | -$1.06M | 0.69% | 61 |
|
|
2023
Q1 | $2.29M | Buy |
17,550
+15,000
| +588% | +$1.95M | 0.97% | 39 |
|
|
2022
Q4 | $342K | Hold |
2,550
| – | – | 0.15% | 86 |
|
|
2022
Q3 | $266K | Sell |
2,550
-100,279
| -98% | -$10.5M | 0.12% | 104 |
|
|
2022
Q2 | $11.6M | Sell |
102,829
-3,241
| -3% | -$365K | 1.7% | 10 |
|
|
2022
Q1 | $14.4M | Buy |
106,070
+43,520
| +70% | +$5.89M | 1.91% | 9 |
|
|
2021
Q4 | $9.91M | Buy |
+62,550
| New | +$9.91M | 2.85% | 5 |
|