Lokken Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $531K | Buy |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $219K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $241K | Buy |
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