LIM
Loudon Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Sell |
13,833
-2,880
| -17% | -$835K | 2.22% | 12 |
|
|
2025
Q1 | $4.1M | Buy |
16,713
+585
| +4% | +$144K | 2.34% | 16 |
|
|
2024
Q4 | $3.87M | Sell |
16,128
-100
| -0.6% | -$24K | 2.2% | 16 |
|
|
2024
Q3 | $3.42M | Sell |
16,228
-75
| -0.5% | -$15.8K | 1.88% | 20 |
|
|
2024
Q2 | $3.3M | Hold |
16,303
| – | – | 1.94% | 20 |
|
|
2024
Q1 | $3.27M | Hold |
16,303
| – | – | 1.88% | 19 |
|
|
2023
Q4 | $2.77M | Sell |
16,303
-68
| -0.4% | -$11.6K | 1.71% | 21 |
|
|
2023
Q3 | $2.37M | Sell |
16,371
-947
| -5% | -$137K | 1.63% | 22 |
|
|
2023
Q2 | $2.52M | Sell |
17,318
-221
| -1% | -$32.1K | 1.66% | 22 |
|
|
2023
Q1 | $2.29M | Hold |
17,539
| – | – | 1.58% | 22 |
|
|
2022
Q4 | $2.35M | Buy |
17,539
+2,648
| +18% | +$355K | 1.7% | 23 |
|
|
2022
Q3 | $1.56M | Buy |
14,891
+7,541
| +103% | +$788K | 1.24% | 30 |
|
|
2022
Q2 | $828K | Sell |
7,350
-1,870
| -20% | -$211K | 0.62% | 47 |
|
|
2022
Q1 | $1.26M | Buy |
9,220
+1,975
| +27% | +$269K | 0.83% | 37 |
|
|
2021
Q4 | $1.15M | Sell |
7,245
-300
| -4% | -$47.5K | 0.73% | 39 |
|
|
2021
Q3 | $1.24M | Buy |
7,545
+103
| +1% | +$16.9K | 0.88% | 38 |
|
|
2021
Q2 | $1.16M | Sell |
7,442
-8
| -0.1% | -$1.25K | 0.79% | 41 |
|
|
2021
Q1 | $1.13M | Buy |
+7,450
| New | +$1.13M | 0.81% | 37 |
|