LPAM
Lodestar Private Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
5,489
+1
| +0% | +$290 | 0.18% | 80 |
|
|
2025
Q1 | $1.35M | Hold |
5,488
| – | – | 0.17% | 86 |
|
|
2024
Q4 | $1.32M | Buy |
5,488
+1
| +0% | +$240 | 0.16% | 90 |
|
|
2024
Q3 | $1.16M | Sell |
5,487
-47
| -0.8% | -$9.91K | 0.15% | 91 |
|
|
2024
Q2 | $1.12M | Sell |
5,534
-40
| -0.7% | -$8.09K | 0.15% | 93 |
|
|
2024
Q1 | $1.12M | Sell |
5,574
-266
| -5% | -$53.3K | 0.16% | 89 |
|
|
2023
Q4 | $993K | Sell |
5,840
-81
| -1% | -$13.8K | 0.15% | 90 |
|
|
2023
Q3 | $859K | Sell |
5,921
-337
| -5% | -$48.9K | 0.15% | 96 |
|
|
2023
Q2 | $910K | Buy |
6,258
+115
| +2% | +$16.7K | 0.15% | 93 |
|
|
2023
Q1 | $801K | Buy |
6,143
+131
| +2% | +$17.1K | 0.14% | 100 |
|
|
2022
Q4 | $806K | Buy |
+6,012
| New | +$806K | 0.15% | 96 |
|