LI
LMCG Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6M | Sell |
167,501
-6,625
| -4% | -$1.92M | 3.04% | 4 |
|
|
2025
Q1 | $42.7M | Sell |
174,126
-8,355
| -5% | -$2.05M | 2.83% | 4 |
|
|
2024
Q4 | $43.7M | Sell |
182,481
-5,212
| -3% | -$1.25M | 2.68% | 5 |
|
|
2024
Q3 | $39.6M | Sell |
187,693
-4,949
| -3% | -$1.04M | 2.38% | 5 |
|
|
2024
Q2 | $39M | Buy |
192,642
+1,547
| +0.8% | +$313K | 2.27% | 5 |
|
|
2024
Q1 | $38.3M | Sell |
191,095
-1,903
| -1% | -$381K | 2.25% | 5 |
|
|
2023
Q4 | $32.8M | Sell |
192,998
-1,440
| -0.7% | -$245K | 2.03% | 5 |
|
|
2023
Q3 | $28.2M | Sell |
194,438
-3,920
| -2% | -$568K | 1.9% | 5 |
|
|
2023
Q2 | $28.8M | Sell |
198,358
-6,470
| -3% | -$941K | 1.87% | 5 |
|
|
2023
Q1 | $26.7M | Sell |
204,828
-1,220
| -0.6% | -$159K | 1.78% | 5 |
|
|
2022
Q4 | $27.6M | Buy |
206,048
+420
| +0.2% | +$56.3K | 1.93% | 6 |
|
|
2022
Q3 | $21.5M | Buy |
205,628
+1,448
| +0.7% | +$151K | 1.57% | 7 |
|
|
2022
Q2 | $23M | Buy |
204,180
+668
| +0.3% | +$75.2K | 1.59% | 7 |
|
|
2022
Q1 | $27.7M | Buy |
+203,512
| New | +$27.7M | 1.61% | 6 |
|
|
2015
Q3 | $18.7M | Buy |
307,195
+6,342
| +2% | +$387K | 0.4% | 71 |
|
|
2015
Q2 | $20.4M | Buy |
300,853
+11,131
| +4% | +$754K | 0.44% | 58 |
|
|
2015
Q1 | $17.6M | Buy |
289,722
+77,610
| +37% | +$4.7M | 0.37% | 72 |
|
|
2014
Q4 | $13.3M | Sell |
212,112
-411
| -0.2% | -$25.7K | 0.29% | 133 |
|
|
2014
Q3 | $12.8M | Sell |
212,523
-3,064
| -1% | -$185K | 0.29% | 146 |
|
|
2014
Q2 | $12.4M | Sell |
215,587
-817
| -0.4% | -$47.1K | 0.27% | 145 |
|
|
2014
Q1 | $13.1M | Buy |
216,404
+2,499
| +1% | +$152K | 0.29% | 132 |
|
|
2013
Q4 | $12.5M | Sell |
213,905
-1,079
| -0.5% | -$63.1K | 0.27% | 147 |
|
|
2013
Q3 | $11.1M | Buy |
214,984
+2,083
| +1% | +$108K | 0.27% | 136 |
|
|
2013
Q2 | $11.2M | Buy |
+212,901
| New | +$11.2M | 0.29% | 127 |
|