LWM
Lodestone Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
14,881
-2,797
| -16% | -$811K | 2.1% | 9 |
|
|
2025
Q1 | $4.34M | Sell |
17,678
-1,676
| -9% | -$411K | 2.31% | 6 |
|
|
2024
Q4 | $4.64M | Sell |
19,354
-2,209
| -10% | -$530K | 2.33% | 6 |
|
|
2024
Q3 | $4.55M | Sell |
21,563
-249
| -1% | -$52.5K | 2.28% | 7 |
|
|
2024
Q2 | $4.41M | Sell |
21,812
-156
| -0.7% | -$31.6K | 2.33% | 6 |
|
|
2024
Q1 | $4.4M | Sell |
21,968
-30
| -0.1% | -$6.01K | 2.31% | 6 |
|
|
2023
Q4 | $3.74M | Buy |
21,998
+91
| +0.4% | +$15.5K | 2.17% | 8 |
|
|
2023
Q3 | $3.18M | Sell |
21,907
-178
| -0.8% | -$25.8K | 2.22% | 9 |
|
|
2023
Q2 | $3.21M | Buy |
22,085
+1,930
| +10% | +$281K | 2.2% | 9 |
|
|
2023
Q1 | $1.97M | Sell |
20,155
-134
| -0.7% | -$13.1K | 1.52% | 16 |
|
|
2022
Q4 | $2.72M | Buy |
+20,289
| New | +$2.72M | 2.19% | 9 |
|