Lummis Asset Management’s JPMorgan Chase JPM Stock Holding History

Lummis Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$249K	Hold
2025 Q1	$210K	Buy
2024 Q4	$43.6K	Sell
2024 Q3	$181K	Buy
2024 Q2	$36.8K	Hold
2024 Q1	$36.5K	Hold
2023 Q4	$31K	Buy