LGWM
Litman Gregory Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
3,795
+1,750
| +86% | +$507K | 0.09% | 77 |
|
|
2025
Q1 | $502K | Hold |
2,045
| – | – | 0.04% | 87 |
|
|
2024
Q4 | $490K | Buy |
2,045
+74
| +4% | +$17.7K | 0.04% | 86 |
|
|
2024
Q3 | $416K | Hold |
1,971
| – | – | 0.03% | 98 |
|
|
2024
Q2 | $399K | Buy |
1,971
+115
| +6% | +$23.3K | 0.04% | 99 |
|
|
2024
Q1 | $372K | Buy |
+1,856
| New | +$372K | 0.03% | 103 |
|
|
2023
Q4 | – | Sell |
-1,834
| Closed | -$266K | – | 123 |
|
|
2023
Q3 | $266K | Buy |
+1,834
| New | +$266K | 0.03% | 109 |
|
|
2021
Q2 | – | Sell |
-1,059
| Closed | -$161K | – | 132 |
|
|
2021
Q1 | $161K | Hold |
1,059
| – | – | 0.03% | 64 |
|
|
2020
Q4 | $135K | Sell |
1,059
-81
| -7% | -$10.3K | 0.02% | 67 |
|
|
2020
Q3 | $110K | Buy |
1,140
+81
| +8% | +$7.82K | 0.02% | 68 |
|
|
2020
Q2 | $100K | Hold |
1,059
| – | – | 0.02% | 68 |
|
|
2020
Q1 | $95K | Sell |
1,059
-1,125
| -52% | -$101K | 0.02% | 61 |
|
|
2019
Q4 | $304K | Buy |
2,184
+645
| +42% | +$89.8K | 0.07% | 42 |
|
|
2019
Q3 | $181K | Sell |
1,539
-606
| -28% | -$71.3K | 0.04% | 48 |
|
|
2019
Q2 | $240K | Buy |
2,145
+1,225
| +133% | +$137K | 0.06% | 43 |
|
|
2019
Q1 | $93K | Hold |
920
| – | – | 0.03% | 55 |
|
|
2018
Q4 | $90K | Hold |
920
| – | – | 0.03% | 57 |
|
|
2018
Q3 | $104K | Hold |
920
| – | – | 0.04% | 46 |
|
|
2018
Q2 | $96K | Sell |
920
-1,150
| -56% | -$120K | 0.04% | 41 |
|
|
2018
Q1 | $228K | Buy |
2,070
+1,170
| +130% | +$129K | 0.09% | 32 |
|
|
2017
Q4 | $96 | Hold |
900
| – | – | 0.03% | 40 |
|
|
2017
Q3 | $86K | Buy |
+900
| New | +$86K | 0.04% | 41 |
|