Lionsbridge Wealth Management’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
Q3 | $1.64M | Buy |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $858K | Buy |
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|
2022
Q2 | $922K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $934K | Buy |
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|
2020
Q2 | $898K | Buy |
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|
2020
Q1 | $847K | Sell |
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|
2019
Q4 | $1.31M | Buy |
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