LCM
Liberty Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Buy |
26,397
+138
| +0.5% | +$40K | 1.54% | 17 |
|
|
2025
Q1 | $6.44M | Buy |
26,259
+495
| +2% | +$121K | 1.43% | 21 |
|
|
2024
Q4 | $6.18M | Buy |
25,764
+69
| +0.3% | +$16.5K | 1.37% | 20 |
|
|
2024
Q3 | $5.42M | Sell |
25,695
-78
| -0.3% | -$16.4K | 1.2% | 26 |
|
|
2024
Q2 | $5.21M | Buy |
25,773
+338
| +1% | +$68.4K | 1.24% | 24 |
|
|
2024
Q1 | $5.09M | Buy |
25,435
+86
| +0.3% | +$17.2K | 1.26% | 23 |
|
|
2023
Q4 | $4.31M | Sell |
25,349
-311
| -1% | -$52.9K | 1.13% | 31 |
|
|
2023
Q3 | $3.72M | Buy |
25,660
+302
| +1% | +$43.8K | 1.1% | 30 |
|
|
2023
Q2 | $3.69M | Buy |
25,358
+234
| +0.9% | +$34K | 1.11% | 31 |
|
|
2023
Q1 | $3.27M | Buy |
25,124
+18
| +0.1% | +$2.35K | 1.08% | 33 |
|
|
2022
Q4 | $3.37M | Buy |
25,106
+2,404
| +11% | +$322K | 1.17% | 29 |
|
|
2022
Q3 | $2.37M | Sell |
22,702
-90
| -0.4% | -$9.4K | 0.89% | 38 |
|
|
2022
Q2 | $2.57M | Buy |
22,792
+165
| +0.7% | +$18.6K | 0.91% | 38 |
|
|
2022
Q1 | $3.09M | Sell |
22,627
-40
| -0.2% | -$5.45K | 0.9% | 35 |
|
|
2021
Q4 | $3.59M | Sell |
22,667
-805
| -3% | -$127K | 0.97% | 32 |
|
|
2021
Q3 | $3.84M | Buy |
23,472
+606
| +3% | +$99.2K | 1.13% | 30 |
|
|
2021
Q2 | $3.56M | Sell |
22,866
-299
| -1% | -$46.5K | 1.08% | 32 |
|
|
2021
Q1 | $3.53M | Buy |
23,165
+2,102
| +10% | +$320K | 1.22% | 27 |
|
|
2020
Q4 | $2.68M | Buy |
+21,063
| New | +$2.68M | 0.97% | 37 |
|
|
2020
Q2 | $1.87M | Buy |
19,825
+1,213
| +7% | +$114K | 0.81% | 40 |
|
|
2020
Q1 | $1.68M | Buy |
18,612
+739
| +4% | +$66.5K | 0.87% | 38 |
|
|
2019
Q4 | $2.49M | Buy |
17,873
+87
| +0.5% | +$12.1K | 1.03% | 37 |
|
|
2019
Q3 | $2.09M | Buy |
17,786
+426
| +2% | +$50.1K | 0.92% | 40 |
|
|
2019
Q2 | $1.94M | Sell |
17,360
-31
| -0.2% | -$3.47K | 0.87% | 42 |
|
|
2019
Q1 | $1.76M | Buy |
17,391
+2,357
| +16% | +$239K | 0.89% | 41 |
|
|
2018
Q4 | $1.47M | Sell |
15,034
-93
| -0.6% | -$9.08K | 0.9% | 40 |
|
|
2018
Q3 | $1.71M | Buy |
15,127
+372
| +3% | +$42K | 0.89% | 42 |
|
|
2018
Q2 | $1.54M | Buy |
14,755
+285
| +2% | +$29.7K | 0.9% | 40 |
|
|
2018
Q1 | $1.59M | Buy |
14,470
+306
| +2% | +$33.6K | 0.96% | 38 |
|
|
2017
Q4 | $1.6M | Buy |
14,164
+768
| +6% | +$86.5K | 0.84% | 44 |
|
|
2017
Q3 | $1.33M | Buy |
13,396
+685
| +5% | +$68.2K | 0.73% | 46 |
|
|
2017
Q2 | $1.18M | Buy |
12,711
+2,413
| +23% | +$224K | 0.72% | 47 |
|
|
2017
Q1 | $905K | Buy |
10,298
+2,703
| +36% | +$238K | 0.54% | 58 |
|
|
2016
Q4 | $638K | Sell |
7,595
-497
| -6% | -$41.7K | 0.41% | 64 |
|
|
2016
Q3 | $539K | Sell |
8,092
-3,331
| -29% | -$222K | 0.35% | 68 |
|
|
2016
Q2 | $710K | Buy |
11,423
+2,831
| +33% | +$176K | 0.48% | 61 |
|
|
2016
Q1 | $509K | Sell |
8,592
-405
| -5% | -$24K | 0.38% | 63 |
|
|
2015
Q4 | $594K | Sell |
8,997
-406
| -4% | -$26.8K | 0.45% | 64 |
|
|
2015
Q3 | $573K | Sell |
9,403
-400
| -4% | -$24.4K | 0.45% | 65 |
|
|
2015
Q2 | $664K | Hold |
9,803
| – | – | 0.45% | 67 |
|
|
2015
Q1 | $594K | Hold |
9,803
| – | – | 0.4% | 72 |
|
|
2014
Q4 | $613K | Hold |
9,803
| – | – | 0.43% | 69 |
|
|
2014
Q3 | $591K | Sell |
9,803
-100
| -1% | -$6.03K | 0.43% | 71 |
|
|
2014
Q2 | $571K | Sell |
9,903
-100
| -1% | -$5.77K | 0.4% | 72 |
|
|
2014
Q1 | $607K | Hold |
10,003
| – | – | 0.45% | 69 |
|
|
2013
Q4 | $585K | Sell |
10,003
-1,005
| -9% | -$58.8K | 0.42% | 70 |
|
|
2013
Q3 | $569K | Sell |
11,008
-96
| -0.9% | -$4.96K | 0.45% | 68 |
|
|
2013
Q2 | $586K | Buy |
+11,104
| New | +$586K | 0.5% | 65 |
|