Lockerman Financial Group’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 | $990K | Sell |
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|
2025
Q2 | $919K | Sell |
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|
2025
Q1 | $783K | Sell |
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|
2024
Q4 | $778K | Sell |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $664K | Sell |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $486K | Buy |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $407K | Buy |
|