LMCG Investments’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
Q2 | $48.6M | Sell |
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|
2025
Q1 | $42.7M | Sell |
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|
2024
Q4 | $43.7M | Sell |
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|
2024
Q3 | $39.6M | Sell |
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|
2024
Q2 | $39M | Buy |
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|
2024
Q1 | $38.3M | Sell |
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|
2023
Q4 | $32.8M | Sell |
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|
2023
Q3 | $28.2M | Sell |
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|
2023
Q2 | $28.8M | Sell |
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|
2023
Q1 | $26.7M | Sell |
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|
2022
Q4 | $27.6M | Buy |
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|
2022
Q3 | $21.5M | Buy |
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|
2022
Q2 | $23M | Buy |
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|
2022
Q1 | $27.7M | Buy |
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|
2015
Q3 | $18.7M | Buy |
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|
2015
Q2 | $20.4M | Buy |
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|
2015
Q1 | $17.6M | Buy |
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|
2014
Q4 | $13.3M | Sell |
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|
2014
Q3 | $12.8M | Sell |
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|
2014
Q2 | $12.4M | Sell |
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|
2014
Q1 | $13.1M | Buy |
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|
2013
Q4 | $12.5M | Sell |
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|
2013
Q3 | $11.1M | Buy |
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|
2013
Q2 | $11.2M | Buy |
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