LIA
Luken Investment Analytics’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Hold |
2,185
| – | – | 0.28% | 35 |
|
|
2025
Q1 | $536K | Buy |
2,185
+53
| +2% | +$13K | 0.25% | 33 |
|
|
2024
Q4 | $511K | Buy |
2,132
+200
| +10% | +$47.9K | 0.24% | 32 |
|
|
2024
Q3 | $407K | Hold |
1,932
| – | – | 0.19% | 37 |
|
|
2024
Q2 | $391K | Hold |
1,932
| – | – | 0.2% | 38 |
|
|
2024
Q1 | $387K | Hold |
1,932
| – | – | 0.2% | 35 |
|
|
2023
Q4 | $329K | Hold |
1,932
| – | – | 0.18% | 38 |
|
|
2023
Q3 | $280K | Sell |
1,932
-165
| -8% | -$23.9K | 0.16% | 41 |
|
|
2023
Q2 | $305K | Buy |
2,097
+165
| +9% | +$24K | 0.17% | 37 |
|
|
2023
Q1 | $252K | Hold |
1,932
| – | – | 0.15% | 35 |
|
|
2022
Q4 | $259K | Buy |
+1,932
| New | +$259K | 0.17% | 33 |
|