LFASL
Lugano Financial Advisors SA (LFA)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
1,584
+284
| +22% | +$81.9K | 0.27% | 45 |
|
|
2025
Q1 | $319K | Sell |
1,300
-190
| -13% | -$46.6K | 0.22% | 54 |
|
|
2024
Q4 | $357K | Hold |
1,490
| – | – | 0.23% | 52 |
|
|
2024
Q3 | $314K | Hold |
1,490
| – | – | 0.21% | 53 |
|
|
2024
Q2 | $301K | Hold |
1,490
| – | – | 0.23% | 47 |
|
|
2024
Q1 | $298K | Hold |
1,490
| – | – | 0.22% | 54 |
|
|
2023
Q4 | $253K | Buy |
1,490
+105
| +8% | +$17.9K | 0.2% | 54 |
|
|
2023
Q3 | $201K | Sell |
1,385
-1,215
| -47% | -$176K | 0.17% | 54 |
|
|
2023
Q2 | $378K | Buy |
+2,600
| New | +$378K | 0.25% | 48 |
|
|
2022
Q4 | – | Sell |
-210
| Closed | -$22K | – | 120 |
|
|
2022
Q3 | $22K | Hold |
210
| – | – | 0.02% | 100 |
|
|
2022
Q2 | $23K | Buy |
+210
| New | +$23K | 0.02% | 106 |
|
|
2021
Q3 | – | Sell |
-1,598
| Closed | -$249K | – | 108 |
|
|
2021
Q2 | $249K | Hold |
1,598
| – | – | 0.16% | 62 |
|
|
2021
Q1 | $243K | Buy |
+1,598
| New | +$243K | 0.17% | 59 |
|
|
2020
Q1 | – | Sell |
-190
| Closed | -$26K | – | 132 |
|
|
2019
Q4 | $26K | Buy |
+190
| New | +$26K | 0.02% | 118 |
|
|
2019
Q2 | $1.17M | Buy |
10,487
+139
| +1% | +$15.5K | 0.73% | 20 |
|
|
2019
Q1 | $1.05M | Sell |
10,348
-6
| -0.1% | -$607 | 0.63% | 23 |
|
|
2018
Q4 | $1.17M | Hold |
10,354
| – | – | 0.81% | 25 |
|
|
2018
Q3 | $1.17M | Buy |
10,354
+1,070
| +12% | +$121K | 0.81% | 25 |
|
|
2018
Q2 | $961K | Buy |
+9,284
| New | +$961K | 0.92% | 29 |
|