LMIM
Lockheed Martin Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.1M | Sell |
266,020
-64,990
| -20% | -$18.8M | 2.82% | 9 |
|
|
2025
Q1 | $81.2M | Sell |
331,010
-12,520
| -4% | -$3.07M | 3.3% | 6 |
|
|
2024
Q4 | $82.3M | Buy |
343,530
+57,130
| +20% | +$13.7M | 3.28% | 7 |
|
|
2024
Q3 | $60.4M | Buy |
286,400
+162,210
| +131% | +$34.2M | 2.8% | 11 |
|
|
2024
Q2 | $25.1M | Buy |
124,190
+85,450
| +221% | +$17.3M | 1.45% | 17 |
|
|
2024
Q1 | $7.04M | Buy |
38,740
+21,990
| +131% | +$3.99M | 0.51% | 44 |
|
|
2023
Q4 | $2.58M | Sell |
16,750
-64,020
| -79% | -$9.85M | 0.18% | 72 |
|
|
2023
Q3 | $11.4M | Sell |
80,770
-13,600
| -14% | -$1.91M | 0.87% | 31 |
|
|
2023
Q2 | $13.7M | Sell |
94,370
-77,890
| -45% | -$11.3M | 0.79% | 35 |
|
|
2023
Q1 | $22.4M | Sell |
172,260
-72,350
| -30% | -$9.43M | 1.27% | 16 |
|
|
2022
Q4 | $32.8M | Buy |
244,610
+9,050
| +4% | +$1.21M | 2.18% | 12 |
|
|
2022
Q3 | $24.6M | Buy |
235,560
+94,900
| +67% | +$9.92M | 1.98% | 14 |
|
|
2022
Q2 | $15.8M | Sell |
140,660
-3,020
| -2% | -$340K | 1.08% | 23 |
|
|
2022
Q1 | $19.6M | Buy |
143,680
+24,860
| +21% | +$3.39M | 1.08% | 21 |
|
|
2021
Q4 | $18.8M | Buy |
118,820
+29,000
| +32% | +$4.59M | 1.01% | 25 |
|
|
2021
Q3 | $14.7M | Sell |
89,820
-44,402
| -33% | -$7.27M | 0.8% | 29 |
|
|
2021
Q2 | $20.9M | Buy |
134,222
+54,460
| +68% | +$8.47M | 1.09% | 20 |
|
|
2021
Q1 | $12.1M | Sell |
79,762
-5,830
| -7% | -$887K | 0.62% | 45 |
|
|
2020
Q4 | $10.9M | Sell |
85,592
-9,400
| -10% | -$1.19M | 0.56% | 43 |
|
|
2020
Q3 | $9.14M | Buy |
94,992
+9,540
| +11% | +$918K | 0.57% | 37 |
|
|
2020
Q2 | $8.04M | Sell |
85,452
-62,700
| -42% | -$5.9M | 0.53% | 40 |
|
|
2020
Q1 | $13.3M | Hold |
148,152
| – | – | 0.91% | 22 |
|
|
2019
Q4 | $20.7M | Buy |
148,152
+75,292
| +103% | +$10.5M | 1.09% | 18 |
|
|
2019
Q3 | $8.57M | Sell |
72,860
-88,440
| -55% | -$10.4M | 0.54% | 36 |
|
|
2019
Q2 | $18M | Buy |
161,300
+48,100
| +42% | +$5.38M | 0.82% | 27 |
|
|
2019
Q1 | $11.5M | Buy |
+113,200
| New | +$11.5M | 0.52% | 29 |
|
|
2018
Q2 | – | Sell |
-67,800
| Closed | -$7.46M | – | 111 |
|
|
2018
Q1 | $7.46M | Sell |
67,800
-13,400
| -17% | -$1.47M | 0.31% | 38 |
|
|
2017
Q4 | $8.68M | Buy |
81,200
+23,200
| +40% | +$2.48M | 0.4% | 36 |
|
|
2017
Q3 | $5.54M | Hold |
58,000
| – | – | 0.29% | 40 |
|
|
2017
Q2 | $5.3M | Hold |
58,000
| – | – | 0.29% | 53 |
|
|
2017
Q1 | $5.1M | Hold |
58,000
| – | – | 0.29% | 50 |
|
|
2016
Q4 | $5.01M | Hold |
58,000
| – | – | 0.42% | 35 |
|
|
2016
Q3 | $3.86M | Sell |
58,000
-95,400
| -62% | -$6.35M | 0.33% | 40 |
|
|
2016
Q2 | $9.53M | Buy |
153,400
+51,500
| +51% | +$3.2M | 0.94% | 20 |
|
|
2016
Q1 | $6.04M | Sell |
101,900
-27,000
| -21% | -$1.6M | 0.58% | 29 |
|
|
2015
Q4 | $8.51M | Hold |
128,900
| – | – | 0.8% | 21 |
|
|
2015
Q3 | $7.86M | Sell |
128,900
-166,400
| -56% | -$10.1M | 0.88% | 17 |
|
|
2015
Q2 | $20M | Buy |
295,300
+172,500
| +140% | +$11.7M | 0.99% | 18 |
|
|
2015
Q1 | $7.44M | Buy |
122,800
+20,800
| +20% | +$1.26M | 0.36% | 35 |
|
|
2014
Q4 | $6.38M | Sell |
102,000
-20,000
| -16% | -$1.25M | 0.27% | 33 |
|
|
2014
Q3 | $7.35M | Sell |
122,000
-62,000
| -34% | -$3.73M | 0.33% | 33 |
|
|
2014
Q2 | $10.6M | Sell |
184,000
-70,000
| -28% | -$4.03M | 0.48% | 28 |
|
|
2014
Q1 | $15.4M | Sell |
254,000
-190,000
| -43% | -$11.5M | 0.79% | 22 |
|
|
2013
Q4 | $26M | Buy |
444,000
+232,000
| +109% | +$13.6M | 1.45% | 16 |
|
|
2013
Q3 | $11M | Buy |
212,000
+100,000
| +89% | +$5.17M | 0.62% | 28 |
|
|
2013
Q2 | $5.91M | Buy |
+112,000
| New | +$5.91M | 0.36% | 31 |
|