Lifeworks Advisors’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 | $1M | Sell |
3,459
-759
| -18% | -$220K | 0.15% | 128 |
|
|
2025
Q1 | $1.03M | Buy |
4,218
+163
| +4% | +$40K | 0.17% | 121 |
|
|
2024
Q4 | $972K | Buy |
4,055
+162
| +4% | +$38.8K | 0.18% | 118 |
|
|
2024
Q3 | $821K | Buy |
3,893
+117
| +3% | +$24.7K | 0.16% | 131 |
|
|
2024
Q2 | $764K | Sell |
3,776
-1,105
| -23% | -$223K | 0.21% | 104 |
|
|
2024
Q1 | $978K | Buy |
4,881
+2,455
| +101% | +$492K | 0.27% | 86 |
|
|
2023
Q4 | $413K | Sell |
2,426
-47
| -2% | -$8K | 0.14% | 130 |
|
|
2023
Q3 | $359K | Buy |
2,473
+506
| +26% | +$73.4K | 0.14% | 141 |
|
|
2023
Q2 | $286K | Sell |
1,967
-1
| -0.1% | -$145 | 0.12% | 129 |
|
|
2023
Q1 | $256K | Buy |
1,968
+369
| +23% | +$48.1K | 0.12% | 127 |
|
|
2022
Q4 | $214K | Sell |
1,599
-741
| -32% | -$99.4K | 0.12% | 108 |
|
|
2022
Q3 | $295K | Sell |
2,340
-2,952
| -56% | -$372K | 0.17% | 102 |
|
|
2022
Q2 | $596K | Buy |
5,292
+813
| +18% | +$91.6K | 0.38% | 84 |
|
|
2022
Q1 | $611K | Sell |
4,479
-27
| -0.6% | -$3.68K | 0.4% | 81 |
|
|
2021
Q4 | $713K | Buy |
+4,506
| New | +$713K | 0.57% | 53 |
|