LWM
LJI Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94M | Sell |
27,375
-314
| -1% | -$91K | 1.38% | 14 |
|
|
2025
Q1 | $6.79M | Buy |
27,689
+61
| +0.2% | +$15K | 1.35% | 14 |
|
|
2024
Q4 | $6.62M | Sell |
27,628
-697
| -2% | -$167K | 1.3% | 14 |
|
|
2024
Q3 | $5.97M | Buy |
28,325
+507
| +2% | +$107K | 1.22% | 15 |
|
|
2024
Q2 | $5.63M | Sell |
27,818
-106
| -0.4% | -$21.4K | 1.24% | 15 |
|
|
2024
Q1 | $5.59M | Sell |
27,924
-112
| -0.4% | -$22.4K | 1.45% | 14 |
|
|
2023
Q4 | $4.77M | Buy |
28,036
+2,050
| +8% | +$349K | 1.24% | 15 |
|
|
2023
Q3 | $3.77M | Sell |
25,986
-275,062
| -91% | -$39.9M | 1.08% | 15 |
|
|
2023
Q2 | $3.7M | Buy |
301,048
+275,655
| +1,086% | +$3.39M | 1.08% | 17 |
|
|
2023
Q1 | $3.31M | Buy |
25,393
+200
| +0.8% | +$26.1K | 1.05% | 18 |
|
|
2022
Q4 | $3.38M | Buy |
+25,193
| New | +$3.38M | 1.18% | 18 |
|