LWM
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Lionshead Wealth Management’s JPMorgan Chase JPM Stock Holding History

Lionshead Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$716K Buy
2,471
+31
+1% +$8.99K 0.66% 43
2025
Q1 		$599K Buy
2,440
+294
+14% +$72.1K 0.62% 46
2024
Q4 		$514K Buy
+2,146
New +$514K 0.37% 57