LGF
LGT Group Foundation’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225M | Buy |
775,301
+28,961
| +4% | +$8.4M | 2.82% | 9 |
|
|
2025
Q1 | $183M | Buy |
746,340
+220,539
| +42% | +$54.1M | 2.52% | 10 |
|
|
2024
Q4 | $126M | Buy |
525,801
+14,300
| +3% | +$3.43M | 1.95% | 11 |
|
|
2024
Q3 | $106M | Buy |
511,501
+5,356
| +1% | +$1.11M | 1.74% | 13 |
|
|
2024
Q2 | $102M | Sell |
506,145
-15,764
| -3% | -$3.19M | 1.62% | 12 |
|
|
2024
Q1 | $105M | Sell |
521,909
-136,685
| -21% | -$27.4M | 2.47% | 9 |
|
|
2023
Q4 | $112M | Buy |
658,594
+22,372
| +4% | +$3.81M | 2.48% | 8 |
|
|
2023
Q3 | $91.5M | Sell |
636,222
-13,659
| -2% | -$1.96M | 2.26% | 9 |
|
|
2023
Q2 | $94.5M | Sell |
649,881
-99,013
| -13% | -$14.4M | 2.29% | 8 |
|
|
2023
Q1 | $97.6M | Sell |
748,894
-26,399
| -3% | -$3.44M | 2.8% | 5 |
|
|
2022
Q4 | $104M | Buy |
775,293
+108,354
| +16% | +$14.5M | 3.25% | 3 |
|
|
2022
Q3 | $69.7M | Sell |
666,939
-90,710
| -12% | -$9.48M | 2.71% | 6 |
|
|
2022
Q2 | $85.3M | Sell |
757,649
-12,450
| -2% | -$1.4M | 2.6% | 7 |
|
|
2022
Q1 | $104M | Buy |
770,099
+53,992
| +8% | +$7.31M | 2.43% | 8 |
|
|
2021
Q4 | $113M | Buy |
+716,107
| New | +$113M | 2.92% | 5 |
|