Lincoln Capital Corp’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 | $507K | Sell |
1,748
-67
| -4% | -$19.4K | 0.19% | 55 |
|
2025
Q1 | $445K | Buy |
1,815
+200
| +12% | +$49.1K | 0.19% | 57 |
|
2024
Q4 | $387K | Sell |
1,615
-21
| -1% | -$5.04K | 0.16% | 64 |
|
2024
Q3 | $345K | Sell |
1,636
-19,969
| -92% | -$4.21M | 0.14% | 62 |
|
2024
Q2 | $4.37M | Sell |
21,605
-2,368
| -10% | -$479K | 1.87% | 21 |
|
2024
Q1 | $4.8M | Sell |
23,973
-444
| -2% | -$88.9K | 2.1% | 16 |
|
2023
Q4 | $4.15M | Sell |
24,417
-800
| -3% | -$136K | 2.03% | 16 |
|
2023
Q3 | $3.66M | Sell |
25,217
-627
| -2% | -$90.9K | 1.97% | 15 |
|
2023
Q2 | $3.76M | Sell |
25,844
-632
| -2% | -$91.9K | 1.93% | 17 |
|
2023
Q1 | $3.45M | Sell |
26,476
-14,562
| -35% | -$1.9M | 2% | 16 |
|
2022
Q4 | $5.5M | Buy |
41,038
+346
| +0.9% | +$46.4K | 3.37% | 8 |
|
2022
Q3 | $4.25M | Sell |
40,692
-154
| -0.4% | -$16.1K | 2.85% | 11 |
|
2022
Q2 | $4.6M | Buy |
40,846
+243
| +0.6% | +$27.4K | 2.97% | 9 |
|
2022
Q1 | $5.54M | Sell |
40,603
-581
| -1% | -$79.2K | 2.89% | 10 |
|
2021
Q4 | $6.52M | Buy |
41,184
+499
| +1% | +$79K | 3.14% | 10 |
|
2021
Q3 | $6.66M | Sell |
40,685
-136
| -0.3% | -$22.3K | 3.58% | 9 |
|
2021
Q2 | $6.35M | Sell |
40,821
-523
| -1% | -$81.3K | 3.62% | 9 |
|
2021
Q1 | $6.29M | Buy |
41,344
+1,173
| +3% | +$179K | 3.93% | 8 |
|
2020
Q4 | $5.1M | Sell |
40,171
-706
| -2% | -$89.7K | 3.35% | 10 |
|
2020
Q3 | $3.94M | Sell |
40,877
-96
| -0.2% | -$9.24K | 2.88% | 13 |
|
2020
Q2 | $3.85M | Buy |
40,973
+37
| +0.1% | +$3.48K | 3.02% | 11 |
|
2020
Q1 | $3.69K | Sell |
40,936
-5,266
| -11% | -$474 | 1.65% | 13 |
|
2019
Q4 | $6.44M | Sell |
46,202
-600
| -1% | -$83.6K | 4.77% | 5 |
|
2019
Q3 | $5.51M | Sell |
46,802
-72
| -0.2% | -$8.47K | 4.66% | 6 |
|
2019
Q2 | $5.24M | Sell |
46,874
-259
| -0.5% | -$29K | 4.62% | 6 |
|
2019
Q1 | $4.77M | Buy |
47,133
+931
| +2% | +$94.2K | 4.32% | 6 |
|
2018
Q4 | $4.51M | Buy |
46,202
+8,715
| +23% | +$851K | 4.16% | 5 |
|
2018
Q3 | $4.23M | Buy |
37,487
+2,896
| +8% | +$327K | 3.51% | 13 |
|
2018
Q2 | $3.6M | Sell |
34,591
-608
| -2% | -$63.3K | 3.34% | 13 |
|
2018
Q1 | $3.87M | Buy |
35,199
+38
| +0.1% | +$4.18K | 3.6% | 9 |
|
2017
Q4 | $3.76M | Sell |
35,161
-932
| -3% | -$99.7K | 3.21% | 13 |
|
2017
Q3 | $3.45M | Buy |
36,093
+1,638
| +5% | +$156K | 3.08% | 16 |
|
2017
Q2 | $3.15M | Buy |
34,455
+985
| +3% | +$90K | 2.78% | 17 |
|
2017
Q1 | $2.94M | Buy |
33,470
+832
| +3% | +$73.1K | 2.63% | 17 |
|
2016
Q4 | $2.81M | Buy |
+32,638
| New | +$2.81M | 2.71% | 17 |
|