LAM
Lingohr Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Sell |
1,776
-24,784
| -93% | -$7.14M | 0.93% | 47 |
|
|
2025
Q1 | $6.48M | Buy |
26,560
+23,720
| +835% | +$5.78M | 1.62% | 18 |
|
|
2024
Q4 | $676K | Buy |
+2,840
| New | +$676K | 1.4% | 27 |
|
|
2017
Q3 | – | Sell |
-8,499
| Closed | -$747K | – | 124 |
|
|
2017
Q2 | $747K | Sell |
8,499
-126
| -1% | -$11.1K | 0.43% | 82 |
|
|
2017
Q1 | $758K | Buy |
8,625
+704
| +9% | +$61.9K | 0.41% | 90 |
|
|
2016
Q4 | $684K | Buy |
+7,921
| New | +$684K | 0.42% | 78 |
|
|
2016
Q2 | – | Sell |
-9,220
| Closed | -$550K | – | 100 |
|
|
2016
Q1 | $550K | Sell |
9,220
-102,200
| -92% | -$6.1M | 0.52% | 73 |
|
|
2015
Q4 | $7.43M | Sell |
111,420
-4,100
| -4% | -$273K | 3.75% | 5 |
|
|
2015
Q3 | $7.04M | Buy |
115,520
+44,220
| +62% | +$2.69M | 3.31% | 8 |
|
|
2015
Q2 | $4.8M | Buy |
71,300
+5,500
| +8% | +$370K | 2.78% | 12 |
|
|
2015
Q1 | $4.01M | Sell |
65,800
-74,477
| -53% | -$4.54M | 2.32% | 11 |
|
|
2014
Q4 | $8.08M | Sell |
140,277
-84,977
| -38% | -$4.9M | 2% | 8 |
|
|
2014
Q3 | $13.6M | Buy |
225,254
+84,977
| +61% | +$5.12M | 1.97% | 8 |
|
|
2014
Q2 | $8.08M | Sell |
140,277
-47,900
| -25% | -$2.76M | 2% | 8 |
|
|
2014
Q1 | $11.4M | Sell |
188,177
-27,120
| -13% | -$1.65M | 2.34% | 8 |
|
|
2013
Q4 | $12.6M | Sell |
215,297
-33,400
| -13% | -$1.95M | 2.53% | 7 |
|
|
2013
Q3 | $12.9M | Buy |
248,697
+95,436
| +62% | +$4.93M | 2.17% | 8 |
|
|
2013
Q2 | $8.09M | Buy |
+153,261
| New | +$8.09M | 1.5% | 13 |
|