Lionsbridge Wealth Management’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 | $1.49M | Sell |
5,135
-90
| -2% | -$26.1K | 1.48% | 28 |
|
|
2025
Q1 | $1.28M | Sell |
5,225
-1,113
| -18% | -$273K | 1.14% | 33 |
|
|
2024
Q4 | $1.52M | Sell |
6,338
-407
| -6% | -$97.6K | 1.28% | 30 |
|
|
2024
Q3 | $1.42M | Sell |
6,745
-261
| -4% | -$55K | 1.12% | 32 |
|
|
2024
Q2 | $1.42M | Sell |
7,006
-25
| -0.4% | -$5.06K | 1.14% | 27 |
|
|
2024
Q1 | $1.41M | Sell |
7,031
-218
| -3% | -$43.7K | 1.09% | 32 |
|
|
2023
Q4 | $1.23M | Sell |
7,249
-177
| -2% | -$30.1K | 0.99% | 35 |
|
|
2023
Q3 | $1.08M | Sell |
7,426
-6
| -0.1% | -$870 | 1.02% | 32 |
|
|
2023
Q2 | $1.08M | Sell |
7,432
-276
| -4% | -$40.1K | 0.97% | 32 |
|
|
2023
Q1 | $1M | Sell |
7,708
-596
| -7% | -$77.7K | 0.93% | 36 |
|
|
2022
Q4 | $1.11M | Buy |
8,304
+89
| +1% | +$11.9K | 1.09% | 32 |
|
|
2022
Q3 | $858K | Buy |
8,215
+26
| +0.3% | +$2.72K | 1.23% | 24 |
|
|
2022
Q2 | $922K | Sell |
8,189
-507
| -6% | -$57.1K | 1.07% | 32 |
|
|
2022
Q1 | $1.19M | Sell |
8,696
-333
| -4% | -$45.4K | 1.37% | 39 |
|
|
2021
Q4 | $1.43M | Sell |
9,029
-166
| -2% | -$26.3K | 1.54% | 32 |
|
|
2021
Q3 | $1.51M | Sell |
9,195
-126
| -1% | -$20.6K | 1.62% | 22 |
|
|
2021
Q2 | $1.45M | Sell |
9,321
-917
| -9% | -$143K | 1.55% | 36 |
|
|
2021
Q1 | $1.56M | Buy |
10,238
+236
| +2% | +$35.9K | 1.52% | 24 |
|
|
2020
Q4 | $1.27M | Buy |
10,002
+299
| +3% | +$38K | 1.37% | 29 |
|
|
2020
Q3 | $934K | Buy |
9,703
+154
| +2% | +$14.8K | 1.12% | 34 |
|
|
2020
Q2 | $898K | Buy |
9,549
+141
| +1% | +$13.3K | 1.01% | 34 |
|
|
2020
Q1 | $847K | Sell |
9,408
-65
| -0.7% | -$5.85K | 1.01% | 27 |
|
|
2019
Q4 | $1.31M | Buy |
+9,473
| New | +$1.31M | 1.22% | 27 |
|