LSA
Lion Street Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
7,956
+414
| +5% | +$120K | 0.7% | 26 |
|
|
2025
Q1 | $1.85M | Buy |
7,542
+817
| +12% | +$200K | 0.59% | 29 |
|
|
2024
Q4 | $1.61M | Buy |
6,725
+444
| +7% | +$106K | 0.51% | 36 |
|
|
2024
Q3 | $1.32M | Sell |
6,281
-160
| -2% | -$33.7K | 0.46% | 40 |
|
|
2024
Q2 | $1.3M | Sell |
6,441
-88
| -1% | -$17.8K | 0.48% | 42 |
|
|
2024
Q1 | $1.11M | Hold |
6,529
| – | – | 0.45% | 40 |
|
|
2023
Q4 | $1.11M | Sell |
6,529
-5,529
| -46% | -$941K | 0.45% | 40 |
|
|
2023
Q3 | $1.75M | Buy |
12,058
+305
| +3% | +$44.2K | 0.57% | 25 |
|
|
2023
Q2 | $2M | Sell |
11,753
-115
| -1% | -$19.5K | 0.67% | 18 |
|
|
2023
Q1 | $1.55M | Buy |
11,868
+2,287
| +24% | +$298K | 0.48% | 28 |
|
|
2022
Q4 | $1.63M | Sell |
9,581
-1,993
| -17% | -$339K | 0.85% | 10 |
|
|
2022
Q3 | $1.21M | Buy |
11,574
+1,993
| +21% | +$208K | 0.6% | 13 |
|
|
2022
Q2 | $1.63M | Buy |
9,581
+822
| +9% | +$140K | 0.85% | 10 |
|
|
2022
Q1 | $1.19M | Sell |
8,759
-987
| -10% | -$134K | 0.61% | 16 |
|
|
2021
Q4 | $1.54M | Buy |
9,746
+165
| +2% | +$26.1K | 0.75% | 11 |
|
|
2021
Q3 | $1.57M | Buy |
+9,581
| New | +$1.57M | 0.85% | 7 |
|
|
2020
Q2 | – | Sell |
-413
| Closed | -$37K | – | 224 |
|
|
2020
Q1 | $37K | Buy |
+413
| New | +$37K | 0.2% | 64 |
|