Lutz Financial Services’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 | $447K | Buy |
1,543
+15
| +1% | +$4.35K | 0.03% | 73 |
|
|
2025
Q1 | $375K | Sell |
1,528
-43
| -3% | -$10.5K | 0.03% | 75 |
|
|
2024
Q4 | $377K | Sell |
1,571
-14
| -0.9% | -$3.36K | 0.03% | 75 |
|
|
2024
Q3 | $334K | Buy |
1,585
+27
| +2% | +$5.69K | 0.03% | 76 |
|
|
2024
Q2 | $315K | Hold |
1,558
| – | – | 0.03% | 77 |
|
|
2024
Q1 | $312K | Sell |
1,558
-23
| -1% | -$4.61K | 0.03% | 75 |
|
|
2023
Q4 | $269K | Buy |
1,581
+44
| +3% | +$7.48K | 0.03% | 76 |
|
|
2023
Q3 | $223K | Buy |
1,537
+36
| +2% | +$5.22K | 0.02% | 77 |
|
|
2023
Q2 | $218K | Sell |
1,501
-106
| -7% | -$15.4K | 0.02% | 78 |
|
|
2023
Q1 | $209K | Buy |
1,607
+100
| +7% | +$13K | 0.02% | 75 |
|
|
2022
Q4 | $202K | Buy |
+1,507
| New | +$202K | 0.02% | 75 |
|