Luts & Greenleigh Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
4,413
+90
| +2% | +$26.1K | 1.23% | 18 |
|
|
2025
Q1 | $1.06M | Sell |
4,323
-162
| -4% | -$39.7K | 1.05% | 23 |
|
|
2024
Q4 | $1.08M | Sell |
4,485
-199
| -4% | -$47.7K | 1.06% | 21 |
|
|
2024
Q3 | $988K | Buy |
4,684
+143
| +3% | +$30.2K | 0.95% | 23 |
|
|
2024
Q2 | $918K | Buy |
+4,541
| New | +$918K | 0.96% | 22 |
|
|
2023
Q4 | $754K | Sell |
4,435
-113
| -2% | -$19.2K | 0.95% | 24 |
|
|
2023
Q3 | $660K | Sell |
4,548
-49
| -1% | -$7.11K | 0.82% | 28 |
|
|
2023
Q2 | $669K | Buy |
4,597
+705
| +18% | +$103K | 0.82% | 29 |
|
|
2023
Q1 | $507K | Buy |
3,892
+553
| +17% | +$72.1K | 0.64% | 33 |
|
|
2022
Q4 | $448K | Buy |
+3,339
| New | +$448K | 0.57% | 34 |
|