Lountzis Asset 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
Q2 | $353K | Sell |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $172K | Hold |
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|
2021
Q2 | $163K | Hold |
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|
2021
Q1 | $160K | Hold |
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|
2020
Q4 | $133K | Hold |
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|
2020
Q3 | $101K | Hold |
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|
2020
Q2 | $99K | Buy |
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