LVM Capital Management’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 | $16M | Buy |
55,356
+2,003
| +4% | +$581K | 1.66% | 17 |
|
|
2025
Q1 | $13.1M | Buy |
53,353
+40,769
| +324% | +$10M | 1.46% | 22 |
|
|
2024
Q4 | $3.02M | Buy |
12,584
+24
| +0.2% | +$5.75K | 0.32% | 52 |
|
|
2024
Q3 | $2.54M | Hold |
12,560
| – | – | 0.29% | 50 |
|
|
2024
Q2 | $2.54M | Sell |
12,560
-533
| -4% | -$108K | 0.29% | 50 |
|
|
2024
Q1 | $2.62M | Buy |
13,093
+13
| +0.1% | +$2.6K | 0.31% | 50 |
|
|
2023
Q4 | $2.23M | Buy |
13,080
+3,684
| +39% | +$627K | 0.28% | 52 |
|
|
2023
Q3 | $1.36M | Buy |
9,396
+70
| +0.8% | +$10.2K | 0.19% | 61 |
|
|
2023
Q2 | $1.36M | Hold |
9,326
| – | – | 0.18% | 62 |
|
|
2023
Q1 | $1.22M | Hold |
9,326
| – | – | 0.17% | 63 |
|
|
2022
Q4 | $1.25M | Hold |
9,326
| – | – | 0.18% | 64 |
|
|
2022
Q3 | $975K | Buy |
9,326
+139
| +2% | +$14.5K | 0.15% | 68 |
|
|
2022
Q2 | $1.04M | Hold |
9,187
| – | – | 0.15% | 66 |
|
|
2022
Q1 | $1.25M | Buy |
9,187
+192
| +2% | +$26.2K | 0.17% | 65 |
|
|
2021
Q4 | $1.42M | Sell |
8,995
-13
| -0.1% | -$2.06K | 0.19% | 60 |
|
|
2021
Q3 | $1.47M | Buy |
9,008
+245
| +3% | +$40.1K | 0.22% | 58 |
|
|
2021
Q2 | $1.36M | Buy |
8,763
+400
| +5% | +$62.2K | 0.21% | 58 |
|
|
2021
Q1 | $1.27M | Buy |
8,363
+64
| +0.8% | +$9.74K | 0.21% | 57 |
|
|
2020
Q4 | $1.06M | Sell |
8,299
-415
| -5% | -$52.8K | 0.18% | 58 |
|
|
2020
Q3 | $839K | Buy |
8,714
+316
| +4% | +$30.4K | 0.16% | 56 |
|
|
2020
Q2 | $790K | Hold |
8,398
| – | – | 0.16% | 55 |
|
|
2020
Q1 | $756K | Sell |
8,398
-9
| -0.1% | -$810 | 0.19% | 50 |
|
|
2019
Q4 | $1.17M | Buy |
8,407
+24
| +0.3% | +$3.35K | 0.23% | 48 |
|
|
2019
Q3 | $987K | Sell |
8,383
-51
| -0.6% | -$6.01K | 0.21% | 50 |
|
|
2019
Q2 | $943K | Buy |
8,434
+750
| +10% | +$83.9K | 0.21% | 50 |
|
|
2019
Q1 | $778K | Hold |
7,684
| – | – | 0.18% | 53 |
|
|
2018
Q4 | $750K | Buy |
7,684
+66
| +0.9% | +$6.44K | 0.2% | 51 |
|
|
2018
Q3 | $860K | Buy |
7,618
+666
| +10% | +$75.2K | 0.2% | 54 |
|
|
2018
Q2 | $724K | Buy |
6,952
+475
| +7% | +$49.5K | 0.17% | 57 |
|
|
2018
Q1 | $712K | Buy |
6,477
+21
| +0.3% | +$2.31K | 0.16% | 57 |
|
|
2017
Q4 | $690K | Sell |
6,456
-202
| -3% | -$21.6K | 0.16% | 59 |
|
|
2017
Q3 | $636K | Hold |
6,658
| – | – | 0.15% | 59 |
|
|
2017
Q2 | $609K | Buy |
6,658
+3,230
| +94% | +$295K | 0.16% | 58 |
|
|
2017
Q1 | $301K | Buy |
3,428
+52
| +2% | +$4.57K | 0.08% | 91 |
|
|
2016
Q4 | $291K | Sell |
3,376
-1,299
| -28% | -$112K | 0.08% | 89 |
|
|
2016
Q3 | $269K | Buy |
+4,675
| New | +$269K | 0.09% | 90 |
|
|
2016
Q1 | – | Sell |
-3,775
| Closed | -$249K | – | 109 |
|
|
2015
Q4 | $249K | Buy |
3,775
+481
| +15% | +$31.7K | 0.09% | 95 |
|
|
2015
Q3 | $201K | Buy |
3,294
+150
| +5% | +$9.15K | 0.07% | 102 |
|
|
2015
Q2 | $213K | Buy |
+3,144
| New | +$213K | 0.07% | 106 |
|
|
2014
Q4 | – | Sell |
-3,584
| Closed | -$216K | – | 121 |
|
|
2014
Q3 | $216K | Sell |
3,584
-1,091
| -23% | -$65.8K | 0.07% | 102 |
|
|
2014
Q2 | $269K | Buy |
4,675
+40
| +0.9% | +$2.3K | 0.09% | 90 |
|
|
2014
Q1 | $281K | Sell |
4,635
-3,759
| -45% | -$228K | 0.1% | 86 |
|
|
2013
Q4 | $491K | Buy |
8,394
+597
| +8% | +$34.9K | 0.17% | 65 |
|
|
2013
Q3 | $403K | Sell |
7,797
-652
| -8% | -$33.7K | 0.15% | 74 |
|
|
2013
Q2 | $446K | Buy |
+8,449
| New | +$446K | 0.18% | 68 |
|