LIP
Lighthouse Investment Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
40,886
-60,271
| -60% | -$17.5M | 0.45% | 47 |
|
|
2025
Q1 | $24.8M | Buy |
101,157
+82,636
| +446% | +$20.3M | 1.02% | 9 |
|
|
2024
Q4 | $4.44M | Buy |
+18,521
| New | +$4.44M | 0.15% | 174 |
|
|
2023
Q4 | – | Sell |
-12,162
| Closed | -$1.76M | – | 344 |
|
|
2023
Q3 | $1.76M | Buy |
+12,162
| New | +$1.76M | 0.07% | 229 |
|