Lifeworks 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 | $1M | Sell |
|
|||||
|
2025
Q1 | $1.03M | Buy |
|
|||||
|
2024
Q4 | $972K | Buy |
|
|||||
|
2024
Q3 | $821K | Buy |
|
|||||
|
2024
Q2 | $764K | Sell |
|
|||||
|
2024
Q1 | $978K | Buy |
|
|||||
|
2023
Q4 | $413K | Sell |
|
|||||
|
2023
Q3 | $359K | Buy |
|
|||||
|
2023
Q2 | $286K | Sell |
|
|||||
|
2023
Q1 | $256K | Buy |
|
|||||
|
2022
Q4 | $214K | Sell |
|
|||||
|
2022
Q3 | $295K | Sell |
|
|||||
|
2022
Q2 | $596K | Buy |
|
|||||
|
2022
Q1 | $611K | Sell |
|
|||||
|
2021
Q4 | $713K | Buy |
|