LMG Wealth Partners’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 | $4.19M | Buy |
|
|||||
|
2025
Q2 | $3.85M | Buy |
|
|||||
|
2025
Q1 | $3.2M | Buy |
|
|||||
|
2024
Q4 | $3.13M | Buy |
|
|||||
|
2024
Q3 | $2.73M | Sell |
|
|||||
|
2024
Q2 | $2.67M | Buy |
|
|||||
|
2024
Q1 | $2.64M | Hold |
|
|||||
|
2023
Q4 | $2.24M | Sell |
|
|||||
|
2023
Q3 | $1.97M | Sell |
|
|||||
|
2023
Q2 | $1.98M | Hold |
|
|||||
|
2023
Q1 | $1.77M | Hold |
|
|||||
|
2022
Q4 | $1.91M | Buy |
|