LAM
Lountzis Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
1,216
-92
| -7% | -$26.7K | 0.12% | 44 |
|
|
2025
Q1 | $320K | Sell |
1,308
-59
| -4% | -$14.4K | 0.12% | 45 |
|
|
2024
Q4 | $328K | Hold |
1,367
| – | – | 0.14% | 42 |
|
|
2024
Q3 | $288K | Sell |
1,367
-48
| -3% | -$10.1K | 0.12% | 44 |
|
|
2024
Q2 | $286K | Hold |
1,415
| – | – | 0.13% | 41 |
|
|
2024
Q1 | $283K | Hold |
1,415
| – | – | 0.13% | 42 |
|
|
2023
Q4 | $241K | Buy |
+1,415
| New | +$241K | 0.13% | 43 |
|
|
2023
Q3 | – | Sell |
-1,340
| Closed | -$207K | – | 45 |
|
|
2023
Q2 | $207K | Buy |
+1,340
| New | +$207K | 0.11% | 45 |
|
|
2021
Q4 | – | Sell |
-1,050
| Closed | -$172K | – | 59 |
|
|
2021
Q3 | $172K | Hold |
1,050
| – | – | 0.11% | 35 |
|
|
2021
Q2 | $163K | Hold |
1,050
| – | – | 0.1% | 38 |
|
|
2021
Q1 | $160K | Hold |
1,050
| – | – | 0.11% | 39 |
|
|
2020
Q4 | $133K | Hold |
1,050
| – | – | 0.1% | 40 |
|
|
2020
Q3 | $101K | Hold |
1,050
| – | – | 0.09% | 41 |
|
|
2020
Q2 | $99K | Buy |
+1,050
| New | +$99K | 0.09% | 41 |
|