Lion Street Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.11M | Hold |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.57M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $37K | Buy |
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