LS Investment Advisors’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 | $4.51M | Buy |
15,560
+389
| +3% | +$113K | 0.66% | 38 |
|
|
2025
Q1 | $3.72M | Sell |
15,171
-143
| -0.9% | -$35.1K | 0.57% | 40 |
|
|
2024
Q4 | $3.67M | Buy |
15,314
+399
| +3% | +$95.6K | 0.54% | 42 |
|
|
2024
Q3 | $3.15M | Buy |
14,915
+353
| +2% | +$74.4K | 0.46% | 44 |
|
|
2024
Q2 | $2.95M | Buy |
14,562
+88
| +0.6% | +$17.8K | 0.46% | 46 |
|
|
2024
Q1 | $2.9M | Sell |
14,474
-716
| -5% | -$143K | 0.46% | 46 |
|
|
2023
Q4 | $2.58M | Buy |
15,190
+134
| +0.9% | +$22.8K | 0.45% | 46 |
|
|
2023
Q3 | $2.18M | Sell |
15,056
-201
| -1% | -$29.1K | 0.41% | 48 |
|
|
2023
Q2 | $2.22M | Buy |
15,257
+404
| +3% | +$58.8K | 0.39% | 50 |
|
|
2023
Q1 | $1.94M | Buy |
14,853
+4
| +0% | +$521 | 0.36% | 54 |
|
|
2022
Q4 | $1.99M | Buy |
14,849
+5
| +0% | +$670 | 0.39% | 52 |
|
|
2022
Q3 | $1.55M | Buy |
14,844
+5
| +0% | +$522 | 0.31% | 58 |
|
|
2022
Q2 | $1.67M | Sell |
14,839
-196
| -1% | -$22.1K | 0.31% | 58 |
|
|
2022
Q1 | $2.05M | Sell |
15,035
-562
| -4% | -$76.6K | 0.33% | 55 |
|
|
2021
Q4 | $2.47M | Sell |
15,597
-4,252
| -21% | -$673K | 0.37% | 49 |
|
|
2021
Q3 | $3.25M | Buy |
19,849
+16
| +0.1% | +$2.62K | 0.42% | 48 |
|
|
2021
Q2 | $3.09M | Sell |
19,833
-74,816
| -79% | -$11.6M | 0.39% | 51 |
|
|
2021
Q1 | $14.4M | Sell |
94,649
-4,907
| -5% | -$747K | 0.8% | 24 |
|
|
2020
Q4 | $12.7M | Buy |
99,556
+10,360
| +12% | +$1.32M | 0.67% | 31 |
|
|
2020
Q3 | $8.59M | Sell |
89,196
-7,945
| -8% | -$765K | 0.49% | 48 |
|
|
2020
Q2 | $9.14M | Sell |
97,141
-158
| -0.2% | -$14.9K | 0.57% | 38 |
|
|
2020
Q1 | $8.76M | Sell |
97,299
-19,488
| -17% | -$1.75M | 0.63% | 34 |
|
|
2019
Q4 | $16.3M | Sell |
116,787
-6,634
| -5% | -$925K | 0.88% | 20 |
|
|
2019
Q3 | $14.5M | Buy |
123,421
+10,360
| +9% | +$1.22M | 0.85% | 22 |
|
|
2019
Q2 | $12.6M | Buy |
113,061
+489
| +0.4% | +$54.7K | 0.76% | 28 |
|
|
2019
Q1 | $11.4M | Sell |
112,572
-3,109
| -3% | -$315K | 0.71% | 29 |
|
|
2018
Q4 | $11.3M | Sell |
115,681
-8,778
| -7% | -$857K | 0.79% | 27 |
|
|
2018
Q3 | $14M | Sell |
124,459
-1,087
| -0.9% | -$123K | 0.81% | 24 |
|
|
2018
Q2 | $13.1M | Sell |
125,546
-1,980
| -2% | -$206K | 0.79% | 26 |
|
|
2018
Q1 | $14M | Sell |
127,526
-4,135
| -3% | -$455K | 0.84% | 25 |
|
|
2017
Q4 | $14.1M | Sell |
131,661
-2,245
| -2% | -$240K | 0.82% | 25 |
|
|
2017
Q3 | $12.8M | Sell |
133,906
-1,433
| -1% | -$137K | 0.76% | 26 |
|
|
2017
Q2 | $12.4M | Buy |
135,339
+1,875
| +1% | +$171K | 0.76% | 27 |
|
|
2017
Q1 | $11.7M | Buy |
133,464
+7,995
| +6% | +$702K | 0.75% | 30 |
|
|
2016
Q4 | $10.8M | Buy |
125,469
+3,735
| +3% | +$322K | 0.76% | 30 |
|
|
2016
Q3 | $8.11M | Sell |
121,734
-3,708
| -3% | -$247K | 0.6% | 42 |
|
|
2016
Q2 | $7.8M | Buy |
125,442
+3,532
| +3% | +$219K | 0.54% | 46 |
|
|
2016
Q1 | $7.22M | Buy |
121,910
+3,381
| +3% | +$200K | 0.54% | 46 |
|
|
2015
Q4 | $7.83M | Sell |
118,529
-354
| -0.3% | -$23.4K | 0.61% | 42 |
|
|
2015
Q3 | $7.25M | Buy |
118,883
+3,485
| +3% | +$212K | 0.58% | 44 |
|
|
2015
Q2 | $7.82M | Buy |
115,398
+7,485
| +7% | +$507K | 0.58% | 40 |
|
|
2015
Q1 | $6.54M | Sell |
107,913
-177,510
| -62% | -$10.8M | 0.5% | 47 |
|
|
2014
Q4 | $17.9M | Buy |
285,423
+5,209
| +2% | +$326K | 1.45% | 10 |
|
|
2014
Q3 | $16.9M | Buy |
280,214
+45,958
| +20% | +$2.77M | 1.45% | 10 |
|
|
2014
Q2 | $13.5M | Sell |
234,256
-10,584
| -4% | -$610K | 1.15% | 19 |
|
|
2014
Q1 | $14.9M | Buy |
244,840
+27,231
| +13% | +$1.65M | 1.22% | 15 |
|
|
2013
Q4 | $12.7M | Buy |
217,609
+15,903
| +8% | +$930K | 1.15% | 24 |
|
|
2013
Q3 | $10.4M | Sell |
201,706
-1,386
| -0.7% | -$71.6K | 1.25% | 27 |
|
|
2013
Q2 | $10.7M | Buy |
+203,092
| New | +$10.7M | 1.38% | 27 |
|