Lifestyle Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
1,117
+100
| +10% | +$29K | 0.15% | 97 |
|
|
2025
Q1 | $249K | Sell |
1,017
-66
| -6% | -$16.2K | 0.14% | 94 |
|
|
2024
Q4 | $260K | Buy |
1,083
+46
| +4% | +$11K | 0.14% | 87 |
|
|
2024
Q3 | $219K | Sell |
1,037
-91
| -8% | -$19.2K | 0.12% | 97 |
|
|
2024
Q2 | $228K | Sell |
1,128
-209
| -16% | -$42.3K | 0.13% | 88 |
|
|
2024
Q1 | $268K | Sell |
1,337
-265
| -17% | -$53.1K | 0.16% | 68 |
|
|
2023
Q4 | $273K | Sell |
1,602
-117
| -7% | -$19.9K | 0.15% | 59 |
|
|
2023
Q3 | $249K | Sell |
1,719
-25
| -1% | -$3.63K | 0.15% | 59 |
|
|
2023
Q2 | $254K | Buy |
1,744
+55
| +3% | +$8K | 0.15% | 59 |
|
|
2023
Q1 | $220K | Buy |
1,689
+147
| +10% | +$19.2K | 0.15% | 68 |
|
|
2022
Q4 | $207K | Buy |
+1,542
| New | +$207K | 0.17% | 66 |
|