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