Lindenwold 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 | $3.42M | Buy |
11,814
+289
| +3% | +$83.8K | 1.78% | 15 |
|
|
2025
Q1 | $2.83M | Sell |
11,525
-319
| -3% | -$78.2K | 1.57% | 19 |
|
|
2024
Q4 | $2.84M | Sell |
11,844
-316
| -3% | -$75.7K | 1.52% | 17 |
|
|
2024
Q3 | $2.56M | Buy |
12,160
+82
| +0.7% | +$17.3K | 1.29% | 21 |
|
|
2024
Q2 | $2.44M | Sell |
12,078
-30
| -0.2% | -$6.07K | 1.3% | 22 |
|
|
2024
Q1 | $2.43M | Sell |
12,108
-200
| -2% | -$40.1K | 1.3% | 23 |
|
|
2023
Q4 | $2.09M | Sell |
12,308
-99
| -0.8% | -$16.8K | 1.19% | 29 |
|
|
2023
Q3 | $1.8M | Sell |
12,407
-90
| -0.7% | -$13.1K | 1.12% | 32 |
|
|
2023
Q2 | $1.82M | Sell |
12,497
-1,695
| -12% | -$247K | 1.11% | 30 |
|
|
2023
Q1 | $1.85M | Buy |
14,192
+304
| +2% | +$39.6K | 1.15% | 32 |
|
|
2022
Q4 | $1.86M | Sell |
13,888
-34
| -0.2% | -$4.56K | 1.25% | 26 |
|
|
2022
Q3 | $1.46M | Buy |
13,922
+135
| +1% | +$14.1K | 1.08% | 29 |
|
|
2022
Q2 | $1.55M | Buy |
13,787
+218
| +2% | +$24.6K | 1.1% | 32 |
|
|
2022
Q1 | $1.85M | Sell |
13,569
-1,065
| -7% | -$145K | 1.14% | 30 |
|
|
2021
Q4 | $2.32M | Buy |
+14,634
| New | +$2.32M | 1.35% | 23 |
|