Lido Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135M | Buy |
466,179
+44,329
| +11% | +$12.9M | 0.53% | 19 |
|
|
2025
Q1 | $103M | Buy |
421,850
+84,662
| +25% | +$20.8M | 0.47% | 27 |
|
|
2024
Q4 | $80.8M | Buy |
337,188
+64,083
| +23% | +$15.4M | 0.37% | 33 |
|
|
2024
Q3 | $57.6M | Sell |
273,105
-33,296
| -11% | -$7.02M | 0.29% | 31 |
|
|
2024
Q2 | $62M | Buy |
306,401
+69,900
| +30% | +$14.1M | 0.35% | 27 |
|
|
2024
Q1 | $47.4M | Sell |
236,501
-2,168
| -0.9% | -$434K | 0.28% | 33 |
|
|
2023
Q4 | $40.6M | Sell |
238,669
-32,790
| -12% | -$5.58M | 0.27% | 36 |
|
|
2023
Q3 | $39.4M | Buy |
271,459
+45,715
| +20% | +$6.63M | 0.3% | 31 |
|
|
2023
Q2 | $32.8M | Sell |
225,744
-6,319
| -3% | -$919K | 0.23% | 41 |
|
|
2023
Q1 | $30.2M | Buy |
232,063
+63,298
| +38% | +$8.25M | 0.29% | 39 |
|
|
2022
Q4 | $22.6M | Sell |
168,765
-72,549
| -30% | -$9.73M | 0.28% | 43 |
|
|
2022
Q3 | $25.2M | Buy |
241,314
+38,013
| +19% | +$3.97M | 0.32% | 30 |
|
|
2022
Q2 | $22.9M | Buy |
203,301
+18,309
| +10% | +$2.06M | 0.3% | 37 |
|
|
2022
Q1 | $25.2M | Buy |
184,992
+29,825
| +19% | +$4.07M | 0.28% | 32 |
|
|
2021
Q4 | $24.6M | Buy |
155,167
+10,892
| +8% | +$1.72M | 0.27% | 30 |
|
|
2021
Q3 | $23.6M | Sell |
144,275
-10,829
| -7% | -$1.77M | 0.33% | 32 |
|
|
2021
Q2 | $24.1M | Buy |
155,104
+7,726
| +5% | +$1.2M | 0.34% | 28 |
|
|
2021
Q1 | $22.4M | Buy |
147,378
+19,361
| +15% | +$2.95M | 0.39% | 25 |
|
|
2020
Q4 | $16.3M | Buy |
128,017
+29,865
| +30% | +$3.79M | 0.34% | 32 |
|
|
2020
Q3 | $9.45M | Buy |
98,152
+47,175
| +93% | +$4.54M | 0.24% | 47 |
|
|
2020
Q2 | $4.8M | Buy |
50,977
+1,281
| +3% | +$120K | 0.14% | 87 |
|
|
2020
Q1 | $4.47M | Sell |
49,696
-9,793
| -16% | -$882K | 0.19% | 69 |
|
|
2019
Q4 | $8.29M | Buy |
59,489
+12,740
| +27% | +$1.78M | 0.33% | 43 |
|
|
2019
Q3 | $5.5M | Buy |
46,749
+12,644
| +37% | +$1.49M | 0.28% | 50 |
|
|
2019
Q2 | $3.81M | Sell |
34,105
-17,496
| -34% | -$1.96M | 0.22% | 64 |
|
|
2019
Q1 | $5.22M | Buy |
51,601
+5,948
| +13% | +$602K | 0.34% | 41 |
|
|
2018
Q4 | $4.46M | Sell |
45,653
-739
| -2% | -$72.1K | 0.44% | 35 |
|
|
2018
Q3 | $5.23M | Buy |
46,392
+20,618
| +80% | +$2.33M | 0.51% | 30 |
|
|
2018
Q2 | $2.69M | Sell |
25,774
-3,117
| -11% | -$325K | 0.31% | 42 |
|
|
2018
Q1 | $3.18M | Buy |
28,891
+5,561
| +24% | +$612K | 0.43% | 35 |
|
|
2017
Q4 | $2.49M | Buy |
23,330
+858
| +4% | +$91.7K | 0.35% | 38 |
|
|
2017
Q3 | $2.26M | Buy |
22,472
+5,903
| +36% | +$594K | 0.36% | 39 |
|
|
2017
Q2 | $1.51M | Buy |
16,569
+821
| +5% | +$75K | 0.31% | 43 |
|
|
2017
Q1 | $1.37M | Buy |
15,748
+2,871
| +22% | +$250K | 0.38% | 45 |
|
|
2016
Q4 | $1.11M | Buy |
12,877
+162
| +1% | +$14K | 0.27% | 38 |
|
|
2016
Q3 | $847K | Buy |
12,715
+2,914
| +30% | +$194K | 0.26% | 39 |
|
|
2016
Q2 | $609K | Buy |
9,801
+2,985
| +44% | +$185K | 0.19% | 49 |
|
|
2016
Q1 | $404K | Buy |
+6,816
| New | +$404K | 0.14% | 74 |
|