LMG Wealth Partners’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 | $3.85M | Buy |
13,265
+219
| +2% | +$63.5K | 0.79% | 45 |
|
|
2025
Q1 | $3.2M | Buy |
13,046
+1
| +0% | +$245 | 0.71% | 44 |
|
|
2024
Q4 | $3.13M | Buy |
13,045
+91
| +0.7% | +$21.8K | 0.68% | 46 |
|
|
2024
Q3 | $2.73M | Sell |
12,954
-246
| -2% | -$51.9K | 0.63% | 46 |
|
|
2024
Q2 | $2.67M | Buy |
13,200
+27
| +0.2% | +$5.46K | 0.67% | 47 |
|
|
2024
Q1 | $2.64M | Hold |
13,173
| – | – | 0.66% | 48 |
|
|
2023
Q4 | $2.24M | Sell |
13,173
-402
| -3% | -$68.4K | 0.62% | 47 |
|
|
2023
Q3 | $1.97M | Sell |
13,575
-14
| -0.1% | -$2.03K | 0.6% | 48 |
|
|
2023
Q2 | $1.98M | Hold |
13,589
| – | – | 0.6% | 46 |
|
|
2023
Q1 | $1.77M | Hold |
13,589
| – | – | 0.57% | 49 |
|
|
2022
Q4 | $1.91M | Buy |
+13,589
| New | +$1.91M | 0.63% | 46 |
|