LWM
Liberty Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
+4,930
| New | +$1.43M | 0.22% | 66 |
|
|
2025
Q1 | – | Sell |
-4,589
| Closed | -$1.1M | – | 178 |
|
|
2024
Q4 | $1.1M | Buy |
4,589
+105
| +2% | +$25.2K | 0.18% | 78 |
|
|
2024
Q3 | $945K | Sell |
4,484
-46,892
| -91% | -$9.88M | 0.16% | 78 |
|
|
2024
Q2 | $907K | Buy |
51,376
+46,982
| +1,069% | +$829K | 0.17% | 76 |
|
|
2024
Q1 | $880K | Sell |
4,394
-182
| -4% | -$36.5K | 0.17% | 77 |
|
|
2023
Q4 | $778K | Buy |
4,576
+315
| +7% | +$53.6K | 0.17% | 72 |
|
|
2023
Q3 | $618K | Sell |
4,261
-275
| -6% | -$39.9K | 0.15% | 78 |
|
|
2023
Q2 | $660K | Sell |
4,536
-2,655
| -37% | -$386K | 0.16% | 73 |
|
|
2023
Q1 | $930K | Buy |
+7,191
| New | +$930K | 0.19% | 75 |
|
|
2022
Q3 | $479K | Buy |
4,585
+695
| +18% | +$72.6K | 0.13% | 88 |
|
|
2022
Q2 | $438K | Buy |
3,890
+95
| +3% | +$10.7K | 0.18% | 87 |
|
|
2022
Q1 | $517K | Buy |
3,795
+497
| +15% | +$67.7K | 0.19% | 76 |
|
|
2021
Q4 | $522 | Buy |
3,298
+53
| +2% | +$8 | 0.02% | 93 |
|
|
2021
Q3 | $533K | Buy |
3,245
+458
| +16% | +$75.2K | 0.19% | 76 |
|
|
2021
Q2 | $433K | Sell |
2,787
-193
| -6% | -$30K | 0.17% | 77 |
|
|
2021
Q1 | $386K | Hold |
2,980
| – | – | 0.19% | 76 |
|
|
2020
Q4 | $386K | Buy |
2,980
+255
| +9% | +$33K | 0.19% | 76 |
|
|
2020
Q3 | $262K | Sell |
2,725
-7
| -0.3% | -$673 | 0.15% | 78 |
|
|
2020
Q2 | $257K | Sell |
2,732
-70
| -2% | -$6.59K | 0.18% | 77 |
|
|
2020
Q1 | $252K | Buy |
2,802
+29
| +1% | +$2.61K | 0.22% | 68 |
|
|
2019
Q4 | $386K | Buy |
2,773
+69
| +3% | +$9.61K | 0.3% | 62 |
|
|
2019
Q3 | $318K | Buy |
2,704
+1,122
| +71% | +$132K | 0.3% | 66 |
|
|
2019
Q2 | $177K | Buy |
1,582
+120
| +8% | +$13.4K | 0.16% | 114 |
|
|
2019
Q1 | $147K | Sell |
1,462
-4
| -0.3% | -$402 | 0.11% | 104 |
|
|
2018
Q4 | $143K | Buy |
+1,466
| New | +$143K | 0.11% | 106 |
|