LWP
Lumature Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $605K | Buy |
4,161
+225
| +6% | +$32.7K | 0.36% | 62 |
|
|
2023
Q1 | $513K | Sell |
3,936
-17
| -0.4% | -$2.22K | 0.29% | 62 |
|
|
2022
Q4 | $530K | Sell |
3,953
-290
| -7% | -$38.9K | 0.3% | 61 |
|
|
2022
Q3 | $443K | Buy |
4,243
+282
| +7% | +$29.4K | 0.24% | 74 |
|
|
2022
Q2 | $446K | Buy |
3,961
+191
| +5% | +$21.5K | 0.2% | 83 |
|
|
2022
Q1 | $514K | Buy |
3,770
+3,527
| +1,451% | +$481K | 0.21% | 91 |
|
|
2021
Q4 | $38K | Sell |
243
-65
| -21% | -$10.2K | 0.01% | 243 |
|
|
2021
Q3 | $50K | Sell |
308
-15
| -5% | -$2.44K | 0.02% | 232 |
|
|
2021
Q2 | $50K | Buy |
323
+7
| +2% | +$1.08K | 0.02% | 232 |
|
|
2021
Q1 | $48K | Sell |
316
-4,705
| -94% | -$715K | 0.03% | 233 |
|
|
2020
Q4 | $638K | Buy |
+5,021
| New | +$638K | 0.6% | 45 |
|