LAM
LifePro Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.01M | Sell |
4,799
-1,488
| -24% | -$314K | 0.62% | 52 |
|
|
2024
Q2 | $1.27M | Sell |
6,287
-168
| -3% | -$34K | 0.91% | 38 |
|
|
2024
Q1 | $1.29M | Buy |
6,455
+295
| +5% | +$59.1K | 0.85% | 38 |
|
|
2023
Q4 | $1.05M | Buy |
6,160
+4,643
| +306% | +$790K | 0.81% | 37 |
|
|
2023
Q3 | $220K | Buy |
1,517
+136
| +10% | +$19.7K | 0.18% | 87 |
|
|
2023
Q2 | $201K | Buy |
+1,381
| New | +$201K | 0.15% | 100 |
|
|
2022
Q2 | – | Sell |
-4,445
| Closed | -$606K | – | 127 |
|
|
2022
Q1 | $606K | Sell |
4,445
-1,972
| -31% | -$269K | 0.22% | 65 |
|
|
2021
Q4 | $1.02M | Sell |
6,417
-67,110
| -91% | -$10.6M | 0.3% | 41 |
|
|
2021
Q3 | $12M | Buy |
73,527
+68,624
| +1,400% | +$11.2M | 3.65% | 13 |
|
|
2021
Q2 | $763K | Hold |
4,903
| – | – | 0.23% | 35 |
|
|
2021
Q1 | $746K | Sell |
4,903
-755
| -13% | -$115K | 0.24% | 35 |
|
|
2020
Q4 | $719K | Buy |
+5,658
| New | +$719K | 0.22% | 40 |
|