LC
Lincoln Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.46M | Sell |
29,189
-173
| -0.6% | -$50.1K | 1.63% | 15 |
|
|
2025
Q1 | $6.92M | Sell |
29,362
-520
| -2% | -$123K | 1.44% | 17 |
|
|
2024
Q4 | $7.16M | Sell |
29,882
-574
| -2% | -$138K | 1.51% | 17 |
|
|
2024
Q3 | $6.42M | Sell |
30,456
-1,002
| -3% | -$211K | 1.36% | 20 |
|
|
2024
Q2 | $6.36M | Sell |
31,458
-17
| -0.1% | -$3.44K | 1.42% | 20 |
|
|
2024
Q1 | $6.3M | Sell |
31,475
-213
| -0.7% | -$42.7K | 1.4% | 20 |
|
|
2023
Q4 | $5.39M | Sell |
31,688
-228
| -0.7% | -$38.8K | 1.31% | 21 |
|
|
2023
Q3 | $4.63M | Sell |
31,916
-264
| -0.8% | -$38.3K | 1.21% | 21 |
|
|
2023
Q2 | $4.68M | Sell |
32,180
-363
| -1% | -$52.8K | 1.2% | 21 |
|
|
2023
Q1 | $4.24M | Sell |
32,543
-156
| -0.5% | -$20.3K | 1.17% | 23 |
|
|
2022
Q4 | $4.39M | Sell |
32,699
-534
| -2% | -$71.6K | 1.26% | 22 |
|
|
2022
Q3 | $3.47M | Buy |
33,233
+9
| +0% | +$941 | 1.08% | 23 |
|
|
2022
Q2 | $3.74M | Buy |
33,224
+1,736
| +6% | +$195K | 1.05% | 23 |
|
|
2022
Q1 | $4.29M | Sell |
31,488
-430
| -1% | -$58.6K | 1.01% | 23 |
|
|
2021
Q4 | $5.05M | Sell |
31,918
-5
| -0% | -$792 | 1.25% | 20 |
|
|
2021
Q3 | $5.23M | Buy |
31,923
+31
| +0.1% | +$5.08K | 1.42% | 17 |
|
|
2021
Q2 | $4.96M | Buy |
31,892
+991
| +3% | +$154K | 1.39% | 19 |
|
|
2021
Q1 | $4.7M | Sell |
30,901
-35
| -0.1% | -$5.33K | 1.47% | 18 |
|
|
2020
Q4 | $3.93M | Sell |
30,936
-274
| -0.9% | -$34.8K | 1.28% | 21 |
|
|
2020
Q3 | $3.01M | Sell |
31,210
-383
| -1% | -$36.9K | 1.1% | 20 |
|
|
2020
Q2 | $2.97M | Buy |
31,593
+3,163
| +11% | +$298K | 1.24% | 22 |
|
|
2020
Q1 | $2.56M | Buy |
28,430
+19,920
| +234% | +$1.79M | 1.29% | 20 |
|
|
2019
Q4 | $1.19M | Buy |
8,510
+264
| +3% | +$36.8K | 0.49% | 32 |
|
|
2019
Q3 | $970K | Buy |
+8,246
| New | +$970K | 0.43% | 33 |
|