Lockerman Financial Group’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 | $919K | Sell |
3,170
-23
| -0.7% | -$6.67K | 1.24% | 16 |
|
|
2025
Q1 | $783K | Sell |
3,193
-52
| -2% | -$12.8K | 1.18% | 18 |
|
|
2024
Q4 | $778K | Sell |
3,245
-50
| -2% | -$12K | 1.32% | 16 |
|
|
2024
Q3 | $695K | Buy |
3,295
+10
| +0.3% | +$2.11K | 1.18% | 25 |
|
|
2024
Q2 | $664K | Sell |
3,285
-8
| -0.2% | -$1.62K | 1.21% | 24 |
|
|
2024
Q1 | $660K | Sell |
3,293
-34
| -1% | -$6.81K | 1.26% | 17 |
|
|
2023
Q4 | $566K | Sell |
3,327
-23
| -0.7% | -$3.91K | 1.31% | 22 |
|
|
2023
Q3 | $486K | Buy |
3,350
+22
| +0.7% | +$3.19K | 1.31% | 19 |
|
|
2023
Q2 | $484K | Buy |
3,328
+32
| +1% | +$4.65K | 1.34% | 19 |
|
|
2023
Q1 | $430K | Buy |
3,296
+42
| +1% | +$5.47K | 1.18% | 23 |
|
|
2022
Q4 | $436K | Buy |
3,254
+133
| +4% | +$17.8K | 1.27% | 24 |
|
|
2022
Q3 | $326K | Buy |
3,121
+581
| +23% | +$60.7K | 0.94% | 28 |
|
|
2022
Q2 | $286K | Buy |
2,540
+262
| +12% | +$29.5K | 0.91% | 34 |
|
|
2022
Q1 | $311K | Sell |
2,278
-296
| -11% | -$40.4K | 0.84% | 32 |
|
|
2021
Q4 | $407K | Buy |
+2,574
| New | +$407K | 1.06% | 22 |
|