Luther King Capital Management (LKCM)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521M | Sell |
1,795,437
-48,872
| -3% | -$14.2M | 2.26% | 7 |
|
|
2025
Q1 | $452M | Sell |
1,844,309
-24,836
| -1% | -$6.09M | 2.09% | 6 |
|
|
2024
Q4 | $448M | Sell |
1,869,145
-73,752
| -4% | -$17.7M | 1.94% | 10 |
|
|
2024
Q3 | $410M | Sell |
1,942,897
-47,456
| -2% | -$10M | 1.76% | 12 |
|
|
2024
Q2 | $403M | Sell |
1,990,353
-138,257
| -6% | -$28M | 1.81% | 12 |
|
|
2024
Q1 | $426M | Sell |
2,128,610
-36,298
| -2% | -$7.27M | 1.92% | 9 |
|
|
2023
Q4 | $368M | Sell |
2,164,908
-97,381
| -4% | -$16.6M | 1.77% | 12 |
|
|
2023
Q3 | $328M | Sell |
2,262,289
-19,187
| -0.8% | -$2.78M | 1.7% | 12 |
|
|
2023
Q2 | $332M | Sell |
2,281,476
-4,270
| -0.2% | -$621K | 1.65% | 12 |
|
|
2023
Q1 | $298M | Sell |
2,285,746
-17,927
| -0.8% | -$2.34M | 1.57% | 12 |
|
|
2022
Q4 | $309M | Sell |
2,303,673
-35,834
| -2% | -$4.81M | 1.69% | 10 |
|
|
2022
Q3 | $244M | Buy |
2,339,507
+13,399
| +0.6% | +$1.4M | 1.46% | 17 |
|
|
2022
Q2 | $262M | Sell |
2,326,108
-101,863
| -4% | -$11.5M | 1.47% | 17 |
|
|
2022
Q1 | $331M | Sell |
2,427,971
-6,657
| -0.3% | -$907K | 1.61% | 14 |
|
|
2021
Q4 | $386M | Sell |
2,434,628
-5,450
| -0.2% | -$863K | 1.74% | 11 |
|
|
2021
Q3 | $399M | Buy |
2,440,078
+682
| +0% | +$112K | 1.96% | 9 |
|
|
2021
Q2 | $379M | Buy |
2,439,396
+16,560
| +0.7% | +$2.58M | 1.85% | 9 |
|
|
2021
Q1 | $369M | Buy |
2,422,836
+6,030
| +0.2% | +$918K | 1.98% | 9 |
|
|
2020
Q4 | $307M | Buy |
2,416,806
+13,447
| +0.6% | +$1.71M | 1.73% | 13 |
|
|
2020
Q3 | $231M | Buy |
2,403,359
+43,739
| +2% | +$4.21M | 1.46% | 18 |
|
|
2020
Q2 | $222M | Buy |
2,359,620
+41,890
| +2% | +$3.94M | 1.54% | 16 |
|
|
2020
Q1 | $209M | Sell |
2,317,730
-4,736
| -0.2% | -$426K | 1.81% | 12 |
|
|
2019
Q4 | $324M | Buy |
2,322,466
+5,952
| +0.3% | +$830K | 2.16% | 7 |
|
|
2019
Q3 | $273M | Buy |
2,316,514
+7,277
| +0.3% | +$856K | 1.98% | 9 |
|
|
2019
Q2 | $258M | Buy |
2,309,237
+22,709
| +1% | +$2.54M | 1.88% | 9 |
|
|
2019
Q1 | $231M | Buy |
2,286,528
+36,977
| +2% | +$3.74M | 1.77% | 10 |
|
|
2018
Q4 | $220M | Buy |
2,249,551
+73,045
| +3% | +$7.13M | 1.95% | 8 |
|
|
2018
Q3 | $246M | Buy |
2,176,506
+14,160
| +0.7% | +$1.6M | 1.85% | 10 |
|
|
2018
Q2 | $225M | Buy |
2,162,346
+46,891
| +2% | +$4.89M | 1.84% | 12 |
|
|
2018
Q1 | $233M | Buy |
2,115,455
+27,853
| +1% | +$3.06M | 1.95% | 11 |
|
|
2017
Q4 | $223M | Buy |
2,087,602
+155,719
| +8% | +$16.7M | 1.83% | 11 |
|
|
2017
Q3 | $185M | Buy |
1,931,883
+22,874
| +1% | +$2.18M | 1.62% | 13 |
|
|
2017
Q2 | $174M | Buy |
1,909,009
+52,598
| +3% | +$4.81M | 1.58% | 13 |
|
|
2017
Q1 | $163M | Buy |
1,856,411
+37,328
| +2% | +$3.28M | 1.5% | 15 |
|
|
2016
Q4 | $157M | Buy |
1,819,083
+218,896
| +14% | +$18.9M | 1.49% | 15 |
|
|
2016
Q3 | $107M | Buy |
1,600,187
+33,119
| +2% | +$2.21M | 1.04% | 31 |
|
|
2016
Q2 | $97.4M | Buy |
1,567,068
+58,498
| +4% | +$3.64M | 0.95% | 37 |
|
|
2016
Q1 | $89.3M | Sell |
1,508,570
-42,051
| -3% | -$2.49M | 0.89% | 41 |
|
|
2015
Q4 | $102M | Buy |
1,550,621
+6,894
| +0.4% | +$455K | 0.96% | 32 |
|
|
2015
Q3 | $94.1M | Buy |
1,543,727
+21,059
| +1% | +$1.28M | 0.91% | 36 |
|
|
2015
Q2 | $103M | Buy |
1,522,668
+230,149
| +18% | +$15.6M | 0.89% | 37 |
|
|
2015
Q1 | $78.3M | Buy |
1,292,519
+108,813
| +9% | +$6.59M | 0.66% | 51 |
|
|
2014
Q4 | $74.1M | Sell |
1,183,706
-42,549
| -3% | -$2.66M | 0.6% | 55 |
|
|
2014
Q3 | $73.9M | Sell |
1,226,255
-45,210
| -4% | -$2.72M | 0.61% | 56 |
|
|
2014
Q2 | $73.3M | Sell |
1,271,465
-27,200
| -2% | -$1.57M | 0.58% | 56 |
|
|
2014
Q1 | $78.8M | Buy |
1,298,665
+69,888
| +6% | +$4.24M | 0.64% | 51 |
|
|
2013
Q4 | $71.9M | Sell |
1,228,777
-30,899
| -2% | -$1.81M | 0.58% | 48 |
|
|
2013
Q3 | $65.1M | Sell |
1,259,676
-48,060
| -4% | -$2.48M | 0.56% | 52 |
|
|
2013
Q2 | $69M | Buy |
+1,307,736
| New | +$69M | 0.64% | 42 |
|