LL
LPWM LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
1,060
| – | – | 0.09% | 73 |
|
|
2025
Q1 | $260K | Sell |
1,060
-50
| -5% | -$12.3K | 0.08% | 71 |
|
|
2024
Q4 | $266K | Hold |
1,110
| – | – | 0.09% | 69 |
|
|
2024
Q3 | $228K | Hold |
1,110
| – | – | 0.07% | 71 |
|
|
2024
Q2 | $228K | Buy |
+1,110
| New | +$228K | 0.08% | 70 |
|