Lorne Steinberg Wealth Management’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
Q3 | $12.2M | Buy |
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|
2025
Q2 | $11.2M | Sell |
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|
2025
Q1 | $9.52M | Sell |
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|
2024
Q4 | $9.36M | Buy |
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|
2024
Q3 | $8.23M | Sell |
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|
2024
Q2 | $7.9M | Buy |
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|
2024
Q1 | $7.82M | Buy |
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|
2023
Q4 | $6.63M | Sell |
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|
2023
Q3 | $5.69M | Sell |
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|
2023
Q2 | $5.76M | Sell |
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|
2023
Q1 | $5.16M | Buy |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $754K | Sell |
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|
2021
Q3 | $783K | Sell |
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|
2021
Q2 | $764K | Buy |
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|
2021
Q1 | $711K | Sell |
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|
2020
Q4 | $608K | Buy |
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