LA
LM Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
13,052
+3,101
| +31% | +$899K | 0.49% | 32 |
|
|
2025
Q1 | $2.44M | Buy |
9,951
+49
| +0.5% | +$12K | 0.44% | 42 |
|
|
2024
Q4 | $2.37M | Sell |
9,902
-5,251
| -35% | -$1.26M | 0.42% | 44 |
|
|
2024
Q3 | $3.2M | Sell |
15,153
-263
| -2% | -$55.5K | 0.65% | 33 |
|
|
2024
Q2 | $3.12M | Sell |
15,416
-609
| -4% | -$123K | 0.01% | 54 |
|
|
2024
Q1 | $3.21M | Buy |
16,025
+2,077
| +15% | +$416K | 0.51% | 37 |
|
|
2023
Q4 | $2.37M | Buy |
+13,948
| New | +$2.37M | 0.48% | 43 |
|