LI
LVZ Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
7,927
-1
| -0% | -$290 | 0.28% | 28 |
|
|
2025
Q1 | $1.94M | Buy |
7,928
+121
| +2% | +$29.7K | 0.26% | 30 |
|
|
2024
Q4 | $1.87M | Buy |
7,807
+268
| +4% | +$64.2K | 0.24% | 31 |
|
|
2024
Q3 | $1.59M | Buy |
7,539
+1,350
| +22% | +$285K | 0.2% | 38 |
|
|
2024
Q2 | $1.25M | Buy |
6,189
+931
| +18% | +$188K | 0.17% | 41 |
|
|
2024
Q1 | $1.05M | Buy |
5,258
+30
| +0.6% | +$6.01K | 0.14% | 48 |
|
|
2023
Q4 | $889K | Hold |
5,228
| – | – | 0.13% | 50 |
|
|
2023
Q3 | $758K | Buy |
5,228
+30
| +0.6% | +$4.35K | 0.12% | 48 |
|
|
2023
Q2 | $756K | Sell |
5,198
-32
| -0.6% | -$4.65K | 0.11% | 57 |
|
|
2023
Q1 | $681K | Buy |
5,230
+484
| +10% | +$63.1K | 0.1% | 59 |
|
|
2022
Q4 | $636K | Buy |
4,746
+80
| +2% | +$10.7K | 0.1% | 59 |
|
|
2022
Q3 | $488K | Sell |
4,666
-9
| -0.2% | -$941 | 0.08% | 58 |
|
|
2022
Q2 | $526K | Buy |
4,675
+129
| +3% | +$14.5K | 0.09% | 52 |
|
|
2022
Q1 | $620K | Buy |
4,546
+113
| +3% | +$15.4K | 0.09% | 54 |
|
|
2021
Q4 | $702K | Buy |
4,433
+85
| +2% | +$13.5K | 0.09% | 47 |
|
|
2021
Q3 | $712K | Hold |
4,348
| – | – | 0.1% | 48 |
|
|
2021
Q2 | $676K | Buy |
4,348
+135
| +3% | +$21K | 0.1% | 51 |
|
|
2021
Q1 | $641K | Hold |
4,213
| – | – | 0.1% | 51 |
|
|
2020
Q4 | $535K | Hold |
4,213
| – | – | 0.09% | 53 |
|
|
2020
Q3 | $406K | Buy |
4,213
+2
| +0% | +$193 | 0.08% | 55 |
|
|
2020
Q2 | $396K | Buy |
4,211
+1
| +0% | +$94 | 0.09% | 55 |
|
|
2020
Q1 | $379K | Sell |
4,210
-201
| -5% | -$18.1K | 0.09% | 50 |
|
|
2019
Q4 | $615K | Sell |
4,411
-171
| -4% | -$23.8K | 0.12% | 52 |
|
|
2019
Q3 | $539K | Buy |
4,582
+23
| +0.5% | +$2.71K | 0.12% | 51 |
|
|
2019
Q2 | $510K | Buy |
4,559
+151
| +3% | +$16.9K | 0.12% | 50 |
|
|
2019
Q1 | $446K | Buy |
4,408
+1
| +0% | +$101 | 0.1% | 47 |
|
|
2018
Q4 | $430K | Buy |
4,407
+2
| +0% | +$195 | 0.12% | 46 |
|
|
2018
Q3 | $479K | Hold |
4,405
| – | – | 0.12% | 43 |
|
|
2018
Q2 | $459K | Buy |
4,405
+1
| +0% | +$104 | 0.12% | 48 |
|
|
2018
Q1 | $484K | Sell |
4,404
-999
| -18% | -$110K | 0.13% | 38 |
|
|
2017
Q4 | $578K | Buy |
5,403
+444
| +9% | +$47.5K | 0.17% | 38 |
|
|
2017
Q3 | $474K | Buy |
4,959
+1
| +0% | +$96 | 0.15% | 36 |
|
|
2017
Q2 | $453K | Buy |
4,958
+1
| +0% | +$91 | 4.07% | 4 |
|
|
2017
Q1 | $435K | Buy |
4,957
+60
| +1% | +$5.27K | 4.1% | 5 |
|
|
2016
Q4 | $423K | Buy |
4,897
+202
| +4% | +$17.4K | 4.05% | 7 |
|
|
2016
Q3 | $313K | Buy |
4,695
+80
| +2% | +$5.33K | 3.05% | 12 |
|
|
2016
Q2 | $287K | Hold |
4,615
| – | – | 3.13% | 13 |
|
|
2016
Q1 | $273K | Hold |
4,615
| – | – | 0.13% | 43 |
|
|
2015
Q4 | $305K | Sell |
4,615
-64
| -1% | -$4.23K | 4.17% | 7 |
|
|
2015
Q3 | $285K | Buy |
4,679
+1,580
| +51% | +$96.2K | 0.18% | 31 |
|
|
2015
Q2 | $215K | Buy |
+3,099
| New | +$215K | 0.12% | 37 |
|
|
2014
Q2 | – | Sell |
-3,641
| Closed | -$221K | – | 28 |
|
|
2014
Q1 | $221K | Hold |
3,641
| – | – | 0.18% | 23 |
|
|
2013
Q4 | $213K | Buy |
+3,641
| New | +$213K | 0.17% | 21 |
|