LHC
Little House Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07M | Sell |
27,820
-5,355
| -16% | -$1.55M | 2.02% | 15 |
|
|
2025
Q1 | $8.14M | Buy |
33,175
+568
| +2% | +$139K | 2.24% | 11 |
|
|
2024
Q4 | $7.82M | Sell |
32,607
-571
| -2% | -$137K | 2.23% | 13 |
|
|
2024
Q3 | $7M | Sell |
33,178
-5,450
| -14% | -$1.15M | 2.01% | 13 |
|
|
2024
Q2 | $7.81M | Buy |
38,628
+4,436
| +13% | +$897K | 2.44% | 12 |
|
|
2024
Q1 | $6.85M | Buy |
34,192
+2,821
| +9% | +$565K | 2.27% | 11 |
|
|
2023
Q4 | $5.34M | Buy |
31,371
+67
| +0.2% | +$11.4K | 1.95% | 14 |
|
|
2023
Q3 | $4.54M | Buy |
31,304
+4,469
| +17% | +$648K | 1.86% | 15 |
|
|
2023
Q2 | $3.9M | Buy |
26,835
+914
| +4% | +$133K | 1.66% | 15 |
|
|
2023
Q1 | $3.38M | Buy |
25,921
+5,294
| +26% | +$690K | 1.59% | 18 |
|
|
2022
Q4 | $2.77M | Sell |
20,627
-4,933
| -19% | -$662K | 1.37% | 21 |
|
|
2022
Q3 | $2.67M | Buy |
25,560
+3,618
| +16% | +$378K | 1.42% | 20 |
|
|
2022
Q2 | $2.47M | Sell |
21,942
-182
| -0.8% | -$20.5K | 1.33% | 23 |
|
|
2022
Q1 | $3.02M | Buy |
22,124
+986
| +5% | +$134K | 1.54% | 13 |
|
|
2021
Q4 | $3.35M | Buy |
21,138
+24
| +0.1% | +$3.8K | 1.77% | 9 |
|
|
2021
Q3 | $3.46M | Sell |
21,114
-4,851
| -19% | -$794K | 2.03% | 7 |
|
|
2021
Q2 | $4.04M | Sell |
25,965
-13,292
| -34% | -$2.07M | 2.18% | 6 |
|
|
2021
Q1 | $5.98M | Buy |
39,257
+15,285
| +64% | +$2.33M | 2.11% | 13 |
|
|
2020
Q4 | $3.05M | Sell |
23,972
-1,852
| -7% | -$235K | 2.25% | 7 |
|
|
2020
Q3 | $2.49M | Buy |
25,824
+482
| +2% | +$46.4K | 2.07% | 9 |
|
|
2020
Q2 | $2.38M | Buy |
25,342
+76
| +0.3% | +$7.15K | 2.2% | 8 |
|
|
2020
Q1 | $2.28M | Buy |
25,266
+2,254
| +10% | +$203K | 2.48% | 9 |
|
|
2019
Q4 | $3.21M | Sell |
23,012
-3,596
| -14% | -$501K | 2.77% | 3 |
|
|
2019
Q3 | $3.13M | Buy |
+26,608
| New | +$3.13M | 2.37% | 11 |
|
|
2019
Q2 | – | Sell |
-24,945
| Closed | -$2.53M | – | 196 |
|
|
2019
Q1 | $2.53M | Buy |
24,945
+2,610
| +12% | +$264K | 1.89% | 14 |
|
|
2018
Q4 | $2.18M | Buy |
+22,335
| New | +$2.18M | 2.1% | 12 |
|