LifeSteps Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.05M | Buy |
10,381
+342
| +3% | +$104K | 1.93% | 12 |
|
|
2025
Q4 | $3.23M | Sell |
10,039
-6
| -0.1% | -$1.86K | 2.07% | 11 |
|
|
2025
Q3 | $3.17M | Sell |
10,045
-187
| -2% | -$55.6K | 2.04% | 11 |
|
|
2025
Q2 | $2.97M | Buy |
10,232
+243
| +2% | +$62K | 2.04% | 11 |
|
|
2025
Q1 | $2.45M | Sell |
9,989
-72
| -0.7% | -$18.4K | 1.99% | 12 |
|
|
2024
Q4 | $2.41M | Buy |
10,061
+250
| +3% | +$58.2K | 1.85% | 13 |
|
|
2024
Q3 | $2.07M | Buy |
9,811
+8
| +0.1% | +$1.69K | 1.62% | 13 |
|
|
2024
Q2 | $1.98M | Sell |
9,803
-218
| -2% | -$42.6K | 1.64% | 13 |
|
|
2024
Q1 | $2.01M | Sell |
10,021
-219
| -2% | -$39.5K | 1.51% | 16 |
|
|
2023
Q4 | $1.74M | Buy |
10,240
+84
| +0.8% | +$12.7K | 1.54% | 16 |
|
|
2023
Q3 | $1.47M | Buy |
10,156
+11
| +0.1% | +$1.65K | 1.5% | 16 |
|
|
2023
Q2 | $1.48M | Buy |
10,145
+12
| +0.1% | +$1.65K | 1.46% | 18 |
|
|
2023
Q1 | $1.32M | Sell |
10,133
-627
| -6% | -$85.9K | 1.4% | 19 |
|
|
2022
Q4 | $1.44M | Buy |
10,760
+401
| +4% | +$50.8K | 1.5% | 17 |
|
|
2022
Q3 | $1.08M | Buy |
10,359
+2,306
| +29% | +$265K | 1.22% | 18 |
|
|
2022
Q2 | $907K | Sell |
8,053
-564
| -7% | -$69.9K | 0.95% | 22 |
|
|
2022
Q1 | $1.18M | Sell |
8,617
-498
| -5% | -$73.5K | 0.87% | 27 |
|
|
2021
Q4 | $1.44M | Sell |
9,115
-5,621
| -38% | -$923K | 1.02% | 23 |
|
|
2021
Q3 | $2.41M | Buy |
14,736
+83
| +0.6% | +$13K | 1.85% | 14 |
|
|
2021
Q2 | $2.28M | Buy |
14,653
+657
| +5% | +$103K | 1.75% | 14 |
|
|
2021
Q1 | $2.13M | Buy |
13,996
+1,248
| +10% | +$180K | 1.78% | 15 |
|
|
2020
Q4 | $1.62M | Sell |
12,748
-210
| -2% | -$23.5K | 1.49% | 16 |
|
|
2020
Q3 | $1.25M | Buy |
12,958
+315
| +2% | +$30.9K | 1.32% | 17 |
|
|
2020
Q2 | $1.19M | Buy |
12,643
+1,616
| +15% | +$153K | 1.37% | 18 |
|
|
2020
Q1 | $993K | Buy |
11,027
+33
| +0.3% | +$4.01K | 1.14% | 26 |
|
|
2019
Q4 | $1.53M | Buy |
+10,994
| New | +$1.41M | 1.45% | 20 |
|
Other funds holding JPM
VCM
VPM
