Lloyd Advisory Services’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 | $383K | Buy |
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|
2025
Q2 | $276K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.25M | Buy |
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|
2023
Q4 | $404K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q4 | $50K | Sell |
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|
2021
Q3 | $57K | Sell |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $55K | Sell |
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|
2020
Q4 | $124K | Buy |
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|
2020
Q3 | $90K | Buy |
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|
2020
Q2 | $41K | Buy |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $45K | Buy |
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