Lloyd Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
+952
| New | +$276K | 0.13% | 75 |
|
|
2024
Q2 | – | Sell |
-16,250
| Closed | -$3.25M | – | 147 |
|
|
2024
Q1 | $3.25M | Buy |
16,250
+13,875
| +584% | +$2.78M | 0.69% | 17 |
|
|
2023
Q4 | $404K | Buy |
+2,375
| New | +$404K | 0.19% | 63 |
|
|
2022
Q2 | – | Sell |
-376
| Closed | -$51K | – | 337 |
|
|
2022
Q1 | $51K | Buy |
376
+61
| +19% | +$8.27K | 0.02% | 222 |
|
|
2021
Q4 | $50K | Sell |
315
-36
| -10% | -$5.71K | 0.02% | 204 |
|
|
2021
Q3 | $57K | Sell |
351
-10
| -3% | -$1.62K | 0.03% | 149 |
|
|
2021
Q2 | $56K | Hold |
361
| – | – | 0.03% | 142 |
|
|
2021
Q1 | $55K | Sell |
361
-616
| -63% | -$93.9K | 0.03% | 132 |
|
|
2020
Q4 | $124K | Buy |
977
+38
| +4% | +$4.82K | 0.07% | 70 |
|
|
2020
Q3 | $90K | Buy |
939
+503
| +115% | +$48.2K | 0.05% | 80 |
|
|
2020
Q2 | $41K | Buy |
436
+88
| +25% | +$8.28K | 0.03% | 114 |
|
|
2020
Q1 | $31K | Buy |
348
+24
| +7% | +$2.14K | 0.02% | 121 |
|
|
2019
Q4 | $45K | Buy |
+324
| New | +$45K | 0.04% | 127 |
|