Lokken Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
1,848
-317
| -15% | -$91.9K | 0.21% | 82 |
|
|
2025
Q1 | $531K | Buy |
2,165
+438
| +25% | +$107K | 0.22% | 79 |
|
|
2024
Q4 | $414K | Buy |
1,727
+48
| +3% | +$11.5K | 0.18% | 89 |
|
|
2024
Q3 | $354K | Sell |
1,679
-25
| -1% | -$5.27K | 0.15% | 103 |
|
|
2024
Q2 | $345K | Buy |
1,704
+250
| +17% | +$50.6K | 0.16% | 99 |
|
|
2024
Q1 | $291K | Sell |
1,454
-11
| -0.8% | -$2.2K | 0.15% | 105 |
|
|
2023
Q4 | $249K | Sell |
1,465
-27
| -2% | -$4.59K | 0.14% | 111 |
|
|
2023
Q3 | $216K | Sell |
1,492
-17
| -1% | -$2.47K | 0.14% | 116 |
|
|
2023
Q2 | $219K | Buy |
+1,509
| New | +$219K | 0.14% | 116 |
|
|
2022
Q1 | – | Sell |
-1,655
| Closed | -$262K | – | 136 |
|
|
2021
Q4 | $262K | Buy |
1,655
+38
| +2% | +$6.02K | 0.19% | 108 |
|
|
2021
Q3 | $265K | Buy |
1,617
+68
| +4% | +$11.1K | 0.21% | 100 |
|
|
2021
Q2 | $241K | Buy |
+1,549
| New | +$241K | 0.2% | 104 |
|