LA
LVW Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Sell |
26,183
-579
| -2% | -$168K | 0.83% | 20 |
|
|
2025
Q1 | $6.56M | Sell |
26,762
-554
| -2% | -$136K | 0.78% | 22 |
|
|
2024
Q4 | $6.55M | Sell |
27,316
-2,349
| -8% | -$563K | 0.79% | 25 |
|
|
2024
Q3 | $6.26M | Sell |
29,665
-1,016
| -3% | -$214K | 0.8% | 24 |
|
|
2024
Q2 | $6.21M | Buy |
30,681
+286
| +0.9% | +$57.8K | 0.91% | 21 |
|
|
2024
Q1 | $6.09M | Sell |
30,395
-1,405
| -4% | -$281K | 1.03% | 19 |
|
|
2023
Q4 | $5.41M | Sell |
31,800
-3,622
| -10% | -$616K | 1.01% | 15 |
|
|
2023
Q3 | $5.14M | Sell |
35,422
-4,586
| -11% | -$665K | 1.06% | 15 |
|
|
2023
Q2 | $5.82M | Sell |
40,008
-6,420
| -14% | -$934K | 1.12% | 13 |
|
|
2023
Q1 | $6.05M | Sell |
46,428
-84
| -0.2% | -$10.9K | 1.18% | 13 |
|
|
2022
Q4 | $6.24M | Buy |
46,512
+837
| +2% | +$112K | 1.27% | 11 |
|
|
2022
Q3 | $4.77M | Buy |
45,675
+2,009
| +5% | +$210K | 1.07% | 19 |
|
|
2022
Q2 | $4.92M | Buy |
43,666
+1,320
| +3% | +$149K | 1% | 20 |
|
|
2022
Q1 | $5.77M | Buy |
42,346
+666
| +2% | +$90.8K | 0.98% | 17 |
|
|
2021
Q4 | $6.6M | Sell |
41,680
-1,496
| -3% | -$237K | 1.12% | 13 |
|
|
2021
Q3 | $7.07M | Buy |
43,176
+2,198
| +5% | +$360K | 1.22% | 13 |
|
|
2021
Q2 | $6.37M | Buy |
40,978
+206
| +0.5% | +$32K | 1.13% | 16 |
|
|
2021
Q1 | $6.21M | Sell |
40,772
-2,608
| -6% | -$397K | 1.19% | 14 |
|
|
2020
Q4 | $5.51M | Buy |
43,380
+117
| +0.3% | +$14.9K | 1.11% | 17 |
|
|
2020
Q3 | $4.17M | Sell |
43,263
-549
| -1% | -$52.9K | 0.92% | 28 |
|
|
2020
Q2 | $4.12M | Buy |
43,812
+2,922
| +7% | +$275K | 0.99% | 26 |
|
|
2020
Q1 | $3.68M | Buy |
40,890
+8,788
| +27% | +$791K | 0.98% | 24 |
|
|
2019
Q4 | $4.48M | Sell |
32,102
-3,576
| -10% | -$498K | 1.01% | 21 |
|
|
2019
Q3 | $4.2M | Sell |
35,678
-289
| -0.8% | -$34K | 1.04% | 21 |
|
|
2019
Q2 | $4.02M | Buy |
35,967
+1,626
| +5% | +$182K | 1.11% | 21 |
|
|
2019
Q1 | $3.48M | Sell |
34,341
-358
| -1% | -$36.2K | 0.93% | 28 |
|
|
2018
Q4 | $3.39M | Buy |
34,699
+2,536
| +8% | +$248K | 1.14% | 23 |
|
|
2018
Q3 | $3.63M | Buy |
32,163
+71
| +0.2% | +$8.01K | 1.02% | 23 |
|
|
2018
Q2 | $3.34M | Sell |
32,092
-1,032
| -3% | -$108K | 1.06% | 22 |
|
|
2018
Q1 | $3.64M | Sell |
33,124
-2,107
| -6% | -$232K | 1.13% | 19 |
|
|
2017
Q4 | $3.77M | Sell |
35,231
-8,041
| -19% | -$860K | 1.1% | 22 |
|
|
2017
Q3 | $4.13M | Sell |
43,272
-1,193
| -3% | -$114K | 1.64% | 11 |
|
|
2017
Q2 | $4.06M | Sell |
44,465
-1,402
| -3% | -$128K | 1.43% | 11 |
|
|
2017
Q1 | $4.03M | Sell |
45,867
-7,880
| -15% | -$692K | 1.44% | 11 |
|
|
2016
Q4 | $4.64M | Sell |
53,747
-781
| -1% | -$67.4K | 1.62% | 9 |
|
|
2016
Q3 | $3.63M | Buy |
54,528
+4,980
| +10% | +$332K | 1.19% | 11 |
|
|
2016
Q2 | $3.08M | Sell |
49,548
-13,677
| -22% | -$850K | 1.16% | 14 |
|
|
2016
Q1 | $3.74M | Buy |
63,225
+937
| +2% | +$55.5K | 1.2% | 17 |
|
|
2015
Q4 | $4.11M | Sell |
62,288
-786
| -1% | -$51.9K | 1.61% | 13 |
|
|
2015
Q3 | $3.85M | Buy |
63,074
+769
| +1% | +$46.9K | 1.77% | 8 |
|
|
2015
Q2 | $4.22M | Buy |
62,305
+1,203
| +2% | +$81.5K | 1.8% | 10 |
|
|
2015
Q1 | $3.7M | Buy |
61,102
+1,294
| +2% | +$78.4K | 1.76% | 10 |
|
|
2014
Q4 | $3.74M | Buy |
+59,808
| New | +$3.74M | 2.06% | 10 |
|