LVZ Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $889K | Hold |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $756K | Sell |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $488K | Sell |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $620K | Buy |
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|
2021
Q4 | $702K | Buy |
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|
2021
Q3 | $712K | Hold |
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|
2021
Q2 | $676K | Buy |
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|
2021
Q1 | $641K | Hold |
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|
2020
Q4 | $535K | Hold |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $396K | Buy |
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|
2020
Q1 | $379K | Sell |
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|
2019
Q4 | $615K | Sell |
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|
2019
Q3 | $539K | Buy |
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|
2019
Q2 | $510K | Buy |
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|
2019
Q1 | $446K | Buy |
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|
2018
Q4 | $430K | Buy |
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|
2018
Q3 | $479K | Hold |
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|
2018
Q2 | $459K | Buy |
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|
2018
Q1 | $484K | Sell |
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|
2017
Q4 | $578K | Buy |
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|
2017
Q3 | $474K | Buy |
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|
2017
Q2 | $453K | Buy |
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|
2017
Q1 | $435K | Buy |
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|
2016
Q4 | $423K | Buy |
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|
2016
Q3 | $313K | Buy |
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|
2016
Q2 | $287K | Hold |
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|
2016
Q1 | $273K | Hold |
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|
2015
Q4 | $305K | Sell |
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|
2015
Q3 | $285K | Buy |
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|
2015
Q2 | $215K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $221K | Hold |
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|
2013
Q4 | $213K | Buy |
|