LW
Linscomb Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Buy |
106,008
+1,039
| +1% | +$301K | 1.41% | 14 |
|
|
2025
Q1 | $25.7M | Sell |
104,969
-2,840
| -3% | -$697K | 1.28% | 14 |
|
|
2024
Q4 | $25.8M | Sell |
107,809
-104
| -0.1% | -$24.9K | 1.29% | 14 |
|
|
2024
Q3 | $22.8M | Sell |
107,913
-2,306
| -2% | -$486K | 1.13% | 14 |
|
|
2024
Q2 | $22.3M | Sell |
110,219
-332
| -0.3% | -$67.2K | 1.15% | 14 |
|
|
2024
Q1 | $22.1M | Sell |
110,551
-2,266
| -2% | -$454K | 1.14% | 14 |
|
|
2023
Q4 | $19.2M | Sell |
112,817
-6,967
| -6% | -$1.19M | 1.06% | 14 |
|
|
2023
Q3 | $17.4M | Sell |
119,784
-6,361
| -5% | -$922K | 1.02% | 13 |
|
|
2023
Q2 | $18.3M | Sell |
126,145
-1,895
| -1% | -$276K | 0.99% | 13 |
|
|
2023
Q1 | $16.7M | Sell |
128,040
-1,604
| -1% | -$209K | 0.88% | 13 |
|
|
2022
Q4 | $17.4M | Buy |
129,644
+1,600
| +1% | +$215K | 0.88% | 14 |
|
|
2022
Q3 | $13.4M | Buy |
128,044
+1,457
| +1% | +$152K | 0.81% | 14 |
|
|
2022
Q2 | $14.3M | Buy |
126,587
+6,911
| +6% | +$778K | 0.82% | 15 |
|
|
2022
Q1 | $16.3M | Buy |
119,676
+1,841
| +2% | +$251K | 0.78% | 16 |
|
|
2021
Q4 | $18.7M | Buy |
117,835
+855
| +0.7% | +$135K | 0.89% | 14 |
|
|
2021
Q3 | $19.1M | Sell |
116,980
-1,240
| -1% | -$203K | 0.99% | 13 |
|
|
2021
Q2 | $18.4M | Buy |
118,220
+2,314
| +2% | +$360K | 0.94% | 14 |
|
|
2021
Q1 | $17.6M | Buy |
115,906
+2,954
| +3% | +$450K | 0.96% | 14 |
|
|
2020
Q4 | $14.4M | Buy |
112,952
+2,913
| +3% | +$370K | 0.86% | 15 |
|
|
2020
Q3 | $10.6M | Buy |
110,039
+3,684
| +3% | +$355K | 0.73% | 20 |
|
|
2020
Q2 | $10M | Buy |
106,355
+16,097
| +18% | +$1.51M | 0.73% | 20 |
|
|
2020
Q1 | $8.13M | Buy |
90,258
+4,675
| +5% | +$421K | 0.72% | 19 |
|
|
2019
Q4 | $11.9M | Buy |
85,583
+1,897
| +2% | +$264K | 0.78% | 17 |
|
|
2019
Q3 | $9.85M | Buy |
83,686
+9,219
| +12% | +$1.08M | 0.79% | 18 |
|
|
2019
Q2 | $8.33M | Sell |
74,467
-131
| -0.2% | -$14.6K | 0.68% | 20 |
|
|
2019
Q1 | $7.55M | Buy |
74,598
+878
| +1% | +$88.9K | 0.64% | 21 |
|
|
2018
Q4 | $7.2M | Buy |
73,720
+631
| +0.9% | +$61.6K | 0.68% | 20 |
|
|
2018
Q3 | $8.25M | Buy |
73,089
+337
| +0.5% | +$38K | 0.68% | 21 |
|
|
2018
Q2 | $7.58M | Buy |
72,752
+1,137
| +2% | +$118K | 0.64% | 21 |
|
|
2018
Q1 | $7.88M | Sell |
71,615
-1,353
| -2% | -$149K | 0.67% | 21 |
|
|
2017
Q4 | $7.8M | Buy |
72,968
+3,337
| +5% | +$357K | 0.64% | 24 |
|
|
2017
Q3 | $6.65M | Buy |
69,631
+1,393
| +2% | +$133K | 0.57% | 25 |
|
|
2017
Q2 | $6.24M | Buy |
68,238
+1,004
| +1% | +$91.8K | 0.56% | 24 |
|
|
2017
Q1 | $5.91M | Buy |
67,234
+2,090
| +3% | +$184K | 0.53% | 24 |
|
|
2016
Q4 | $5.62M | Buy |
65,144
+660
| +1% | +$56.9K | 0.52% | 25 |
|
|
2016
Q3 | $4.29M | Buy |
64,484
+6,070
| +10% | +$404K | 0.42% | 32 |
|
|
2016
Q2 | $3.63M | Sell |
58,414
-1,494
| -2% | -$92.8K | 0.37% | 37 |
|
|
2016
Q1 | $3.55M | Buy |
59,908
+1,389
| +2% | +$82.3K | 0.38% | 38 |
|
|
2015
Q4 | $3.86M | Buy |
58,519
+1,662
| +3% | +$110K | 0.44% | 29 |
|
|
2015
Q3 | $3.47M | Buy |
56,857
+1,911
| +3% | +$117K | 0.41% | 33 |
|
|
2015
Q2 | $3.72M | Buy |
54,946
+1,472
| +3% | +$99.7K | 0.41% | 35 |
|
|
2015
Q1 | $3.24M | Buy |
53,474
+1,069
| +2% | +$64.8K | 0.35% | 44 |
|
|
2014
Q4 | $3.28M | Buy |
52,405
+1,814
| +4% | +$114K | 0.36% | 43 |
|
|
2014
Q3 | $3.05M | Buy |
50,591
+3,417
| +7% | +$206K | 0.34% | 46 |
|
|
2014
Q2 | $2.72M | Buy |
47,174
+1,369
| +3% | +$78.9K | 0.29% | 53 |
|
|
2014
Q1 | $2.78M | Buy |
45,805
+8,773
| +24% | +$533K | 0.31% | 47 |
|
|
2013
Q4 | $2.17M | Buy |
37,032
+449
| +1% | +$26.3K | 0.27% | 51 |
|
|
2013
Q3 | $1.89M | Buy |
36,583
+1,999
| +6% | +$103K | 0.25% | 52 |
|
|
2013
Q2 | $1.83M | Buy |
+34,584
| New | +$1.83M | 0.25% | 51 |
|