LRI Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
40,608
+105
| +0.3% | +$13.3K | 0.44% | 26 |
|
|
2025
Q1 | $4.32M | Buy |
40,503
+389
| +1% | +$41.5K | 0.42% | 25 |
|
|
2024
Q4 | $4.13M | Hold |
40,114
| – | – | 0.4% | 19 |
|
|
2024
Q3 | $4.17M | Buy |
40,114
+26,529
| +195% | +$2.76M | 0.4% | 21 |
|
|
2024
Q2 | $2.75M | Buy |
13,585
+3,595
| +36% | +$727K | 0.31% | 28 |
|
|
2024
Q1 | $2M | Buy |
+9,990
| New | +$2M | 0.51% | 30 |
|