LCM
Logan Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Sell |
79,063
-8,192
| -9% | -$2.37M | 1.07% | 19 |
|
|
2025
Q1 | $21.4M | Sell |
87,255
-24,031
| -22% | -$5.89M | 0.97% | 22 |
|
|
2024
Q4 | $26.7M | Sell |
111,286
-1,000
| -0.9% | -$240K | 1.12% | 18 |
|
|
2024
Q3 | $23.7M | Sell |
112,286
-16,621
| -13% | -$3.5M | 0.98% | 23 |
|
|
2024
Q2 | $26.1M | Sell |
128,907
-2,668
| -2% | -$540K | 1.12% | 19 |
|
|
2024
Q1 | $26.4M | Sell |
131,575
-6,738
| -5% | -$1.35M | 1.13% | 16 |
|
|
2023
Q4 | $23.5M | Sell |
138,313
-1,684
| -1% | -$286K | 1.1% | 16 |
|
|
2023
Q3 | $20.3M | Sell |
139,997
-14,496
| -9% | -$2.1M | 1.03% | 20 |
|
|
2023
Q2 | $22.5M | Buy |
154,493
+8,549
| +6% | +$1.24M | 1.08% | 18 |
|
|
2023
Q1 | $19M | Sell |
145,944
-24,294
| -14% | -$3.17M | 0.92% | 25 |
|
|
2022
Q4 | $22.8M | Buy |
170,238
+27,060
| +19% | +$3.63M | 1.17% | 15 |
|
|
2022
Q3 | $15M | Sell |
143,178
-1,324
| -0.9% | -$138K | 0.9% | 30 |
|
|
2022
Q2 | $16.3M | Buy |
144,502
+12,117
| +9% | +$1.36M | 0.94% | 29 |
|
|
2022
Q1 | $18M | Sell |
132,385
-98
| -0.1% | -$13.4K | 0.87% | 29 |
|
|
2021
Q4 | $21M | Sell |
132,483
-5,182
| -4% | -$821K | 0.91% | 27 |
|
|
2021
Q3 | $22.5M | Sell |
137,665
-10,069
| -7% | -$1.65M | 1.05% | 23 |
|
|
2021
Q2 | $23M | Sell |
147,734
-1,526
| -1% | -$237K | 1.07% | 24 |
|
|
2021
Q1 | $22.7M | Sell |
149,260
-15,461
| -9% | -$2.35M | 1.14% | 21 |
|
|
2020
Q4 | $20.9M | Sell |
164,721
-5,795
| -3% | -$736K | 1.05% | 23 |
|
|
2020
Q3 | $16.4M | Sell |
170,516
-19,269
| -10% | -$1.85M | 0.89% | 27 |
|
|
2020
Q2 | $17.9M | Buy |
189,785
+32,546
| +21% | +$3.06M | 1.03% | 25 |
|
|
2020
Q1 | $14.2M | Sell |
157,239
-15,134
| -9% | -$1.36M | 0.99% | 30 |
|
|
2019
Q4 | $24M | Sell |
172,373
-8,264
| -5% | -$1.15M | 1.31% | 17 |
|
|
2019
Q3 | $21.3M | Buy |
180,637
+901
| +0.5% | +$106K | 1.25% | 19 |
|
|
2019
Q2 | $20.1M | Buy |
179,736
+11,647
| +7% | +$1.3M | 1.18% | 22 |
|
|
2019
Q1 | $17M | Buy |
168,089
+68,070
| +68% | +$6.89M | 1.05% | 29 |
|
|
2018
Q4 | $9.76M | Buy |
100,019
+87,165
| +678% | +$8.51M | 0.77% | 40 |
|
|
2018
Q3 | $1.45M | Buy |
12,854
+134
| +1% | +$15.1K | 0.1% | 143 |
|
|
2018
Q2 | $1.33M | Buy |
12,720
+891
| +8% | +$92.8K | 0.09% | 143 |
|
|
2018
Q1 | $1.3M | Buy |
11,829
+408
| +4% | +$44.9K | 0.09% | 137 |
|
|
2017
Q4 | $1.22M | Buy |
11,421
+474
| +4% | +$50.7K | 0.09% | 145 |
|
|
2017
Q3 | $1.05M | Buy |
10,947
+1,905
| +21% | +$182K | 0.07% | 158 |
|
|
2017
Q2 | $826K | Buy |
9,042
+775
| +9% | +$70.8K | 0.06% | 180 |
|
|
2017
Q1 | $726K | Sell |
8,267
-4,206
| -34% | -$369K | 0.06% | 191 |
|
|
2016
Q4 | $1.08M | Buy |
12,473
+4,792
| +62% | +$413K | 0.09% | 148 |
|
|
2016
Q3 | $511K | Buy |
7,681
+966
| +14% | +$64.3K | 0.04% | 218 |
|
|
2016
Q2 | $417K | Sell |
6,715
-17,100
| -72% | -$1.06M | 0.04% | 229 |
|
|
2016
Q1 | $1.41M | Sell |
23,815
-654
| -3% | -$38.7K | 0.11% | 130 |
|
|
2015
Q4 | $1.62M | Sell |
24,469
-21
| -0.1% | -$1.39K | 0.13% | 121 |
|
|
2015
Q3 | $1.49M | Buy |
24,490
+25
| +0.1% | +$1.52K | 0.12% | 121 |
|
|
2015
Q2 | $1.66M | Buy |
24,465
+1,104
| +5% | +$74.8K | 0.12% | 125 |
|
|
2015
Q1 | $1.42M | Sell |
23,361
-370
| -2% | -$22.4K | 0.1% | 125 |
|
|
2014
Q4 | $1.49M | Sell |
23,731
-802
| -3% | -$50.2K | 0.11% | 127 |
|
|
2014
Q3 | $1.48M | Buy |
24,533
+250
| +1% | +$15.1K | 0.11% | 117 |
|
|
2014
Q2 | $1.4M | Buy |
24,283
+420
| +2% | +$24.2K | 0.1% | 121 |
|
|
2014
Q1 | $1.45M | Buy |
23,863
+152
| +0.6% | +$9.23K | 0.1% | 118 |
|
|
2013
Q4 | $1.39M | Sell |
23,711
-2,375
| -9% | -$139K | 0.1% | 122 |
|
|
2013
Q3 | $1.35M | Buy |
26,086
+254
| +1% | +$13.1K | 0.1% | 122 |
|
|
2013
Q2 | $923K | Buy |
+25,832
| New | +$923K | 0.07% | 146 |
|