LAM
Lummis Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
858
| – | – | 0.16% | 55 |
|
|
2025
Q1 | $210K | Buy |
858
+676
| +371% | +$166K | 0.15% | 55 |
|
|
2024
Q4 | $43.6K | Sell |
182
-676
| -79% | -$162K | 0.06% | 63 |
|
|
2024
Q3 | $181K | Buy |
858
+676
| +371% | +$143K | 0.21% | 44 |
|
|
2024
Q2 | $36.8K | Hold |
182
| – | – | 0.05% | 64 |
|
|
2024
Q1 | $36.5K | Hold |
182
| – | – | 0.05% | 64 |
|
|
2023
Q4 | $31K | Buy |
+182
| New | +$31K | 0.02% | 92 |
|