Lorne Steinberg Wealth Management’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 | $11.2M | Sell |
38,520
-305
| -0.8% | -$88.4K | 2.92% | 5 |
|
|
2025
Q1 | $9.52M | Sell |
38,825
-214
| -0.5% | -$52.5K | 2.78% | 7 |
|
|
2024
Q4 | $9.36M | Buy |
39,039
+18
| +0% | +$4.32K | 2.71% | 10 |
|
|
2024
Q3 | $8.23M | Sell |
39,021
-20
| -0.1% | -$4.22K | 2.38% | 13 |
|
|
2024
Q2 | $7.9M | Buy |
39,041
+10
| +0% | +$2.02K | 2.54% | 8 |
|
|
2024
Q1 | $7.82M | Buy |
39,031
+82
| +0.2% | +$16.4K | 2.44% | 10 |
|
|
2023
Q4 | $6.63M | Sell |
38,949
-270
| -0.7% | -$45.9K | 2.23% | 14 |
|
|
2023
Q3 | $5.69M | Sell |
39,219
-360
| -0.9% | -$52.2K | 2.19% | 15 |
|
|
2023
Q2 | $5.76M | Sell |
39,579
-55
| -0.1% | -$8K | 2.17% | 19 |
|
|
2023
Q1 | $5.16M | Buy |
39,634
+13,190
| +50% | +$1.72M | 2.06% | 19 |
|
|
2022
Q4 | $3.55M | Buy |
26,444
+369
| +1% | +$49.5K | 1.52% | 31 |
|
|
2022
Q3 | $2.73M | Buy |
26,075
+21,686
| +494% | +$2.27M | 1.32% | 38 |
|
|
2022
Q2 | $494K | Sell |
4,389
-600
| -12% | -$67.5K | 0.23% | 51 |
|
|
2022
Q1 | $680K | Buy |
4,989
+225
| +5% | +$30.7K | 0.31% | 47 |
|
|
2021
Q4 | $754K | Sell |
4,764
-21
| -0.4% | -$3.32K | 0.32% | 46 |
|
|
2021
Q3 | $783K | Sell |
4,785
-125
| -3% | -$20.5K | 0.38% | 47 |
|
|
2021
Q2 | $764K | Buy |
4,910
+240
| +5% | +$37.3K | 0.38% | 46 |
|
|
2021
Q1 | $711K | Sell |
4,670
-100
| -2% | -$15.2K | 0.38% | 46 |
|
|
2020
Q4 | $608K | Buy |
+4,770
| New | +$608K | 0.38% | 47 |
|