LAS
LWM Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
5,269
-205
| -4% | -$59.4K | 1.05% | 20 |
|
|
2025
Q1 | $1.34M | Buy |
5,474
+16
| +0.3% | +$3.92K | 0.93% | 23 |
|
|
2024
Q4 | $1.31M | Sell |
5,458
-40
| -0.7% | -$9.59K | 0.91% | 25 |
|
|
2024
Q3 | $1.16M | Buy |
5,498
+1,062
| +24% | +$224K | 0.86% | 25 |
|
|
2024
Q2 | $897K | Sell |
4,436
-955
| -18% | -$193K | 0.75% | 29 |
|
|
2024
Q1 | $1.08M | Sell |
5,391
-79
| -1% | -$15.8K | 0.87% | 26 |
|
|
2023
Q4 | $930K | Sell |
5,470
-973
| -15% | -$165K | 0.82% | 26 |
|
|
2023
Q3 | $933K | Buy |
6,443
+56
| +0.9% | +$8.11K | 1% | 21 |
|
|
2023
Q2 | $928K | Buy |
6,387
+73
| +1% | +$10.6K | 0.98% | 19 |
|
|
2023
Q1 | $821K | Buy |
6,314
+77
| +1% | +$10K | 0.88% | 21 |
|
|
2022
Q4 | $837K | Sell |
6,237
-3,567
| -36% | -$479K | 0.93% | 22 |
|
|
2022
Q3 | $1.05M | Buy |
9,804
+675
| +7% | +$72.5K | 1.19% | 18 |
|
|
2022
Q2 | $1.03M | Buy |
9,129
+3,308
| +57% | +$373K | 1.23% | 16 |
|
|
2022
Q1 | $791K | Sell |
5,821
-352
| -6% | -$47.8K | 0.98% | 24 |
|
|
2021
Q4 | $978K | Buy |
+6,173
| New | +$978K | 1.21% | 18 |
|