Lido 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
Q2 | $135M | Buy |
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|
2025
Q1 | $103M | Buy |
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|
2024
Q4 | $80.8M | Buy |
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|
2024
Q3 | $57.6M | Sell |
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|
2024
Q2 | $62M | Buy |
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|
2024
Q1 | $47.4M | Sell |
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|
2023
Q4 | $40.6M | Sell |
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|
2023
Q3 | $39.4M | Buy |
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|
2023
Q2 | $32.8M | Sell |
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|
2023
Q1 | $30.2M | Buy |
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|
2022
Q4 | $22.6M | Sell |
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|
2022
Q3 | $25.2M | Buy |
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|
2022
Q2 | $22.9M | Buy |
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|
2022
Q1 | $25.2M | Buy |
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|
2021
Q4 | $24.6M | Buy |
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|
2021
Q3 | $23.6M | Sell |
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|
2021
Q2 | $24.1M | Buy |
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|
2021
Q1 | $22.4M | Buy |
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|
2020
Q4 | $16.3M | Buy |
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|
2020
Q3 | $9.45M | Buy |
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|
2020
Q2 | $4.79M | Buy |
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|
2020
Q1 | $4.47M | Sell |
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|
2019
Q4 | $8.29M | Buy |
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|
2019
Q3 | $5.5M | Buy |
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|
2019
Q2 | $3.81M | Sell |
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|
2019
Q1 | $5.22M | Buy |
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|
2018
Q4 | $4.46M | Sell |
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|
2018
Q3 | $5.23M | Buy |
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|
2018
Q2 | $2.69M | Sell |
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|
2018
Q1 | $3.18M | Buy |
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|
2017
Q4 | $2.49M | Buy |
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|
2017
Q3 | $2.26M | Buy |
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|
2017
Q2 | $1.51M | Buy |
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|
2017
Q1 | $1.37M | Buy |
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|
2016
Q4 | $1.11M | Buy |
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|
2016
Q3 | $847K | Buy |
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|
2016
Q2 | $609K | Buy |
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|
2016
Q1 | $404K | Buy |
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