Lyell Wealth 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 | $29.1M | Buy |
100,270
+4,490
| +5% | +$1.3M | 2.3% | 7 |
|
|
2025
Q1 | $23.5M | Buy |
95,780
+5,725
| +6% | +$1.4M | 2.2% | 8 |
|
|
2024
Q4 | $21.6M | Buy |
90,055
+180
| +0.2% | +$43.1K | 1.94% | 11 |
|
|
2024
Q3 | $19M | Buy |
89,875
+1,486
| +2% | +$313K | 1.72% | 13 |
|
|
2024
Q2 | $17.9M | Buy |
88,389
+2,008
| +2% | +$406K | 1.71% | 14 |
|
|
2024
Q1 | $17.3M | Sell |
86,381
-102
| -0.1% | -$20.4K | 1.76% | 13 |
|
|
2023
Q4 | $14.7M | Buy |
86,483
+880
| +1% | +$150K | 1.67% | 15 |
|
|
2023
Q3 | $12.4M | Sell |
85,603
-1,366
| -2% | -$198K | 1.67% | 14 |
|
|
2023
Q2 | $12.6M | Buy |
86,969
+1,137
| +1% | +$165K | 1.62% | 16 |
|
|
2023
Q1 | $11.2M | Sell |
85,832
-1,946
| -2% | -$254K | 1.57% | 14 |
|
|
2022
Q4 | $11.8M | Buy |
87,778
+1,387
| +2% | +$186K | 1.86% | 11 |
|
|
2022
Q3 | $9.03M | Buy |
86,391
+1,956
| +2% | +$204K | 1.54% | 15 |
|
|
2022
Q2 | $9.51M | Sell |
84,435
-507
| -0.6% | -$57.1K | 1.55% | 16 |
|
|
2022
Q1 | $11.6M | Sell |
84,942
-655
| -0.8% | -$89.3K | 1.49% | 17 |
|
|
2021
Q4 | $13.6M | Buy |
85,597
+1,471
| +2% | +$233K | 1.55% | 20 |
|
|
2021
Q3 | $13.8M | Buy |
84,126
+356
| +0.4% | +$58.3K | 1.67% | 17 |
|
|
2021
Q2 | $13M | Buy |
83,770
+3,385
| +4% | +$527K | 1.61% | 18 |
|
|
2021
Q1 | $12.2M | Buy |
80,385
+7,326
| +10% | +$1.12M | 1.78% | 12 |
|
|
2020
Q4 | $9.28M | Buy |
73,059
+3,089
| +4% | +$393K | 1.48% | 28 |
|
|
2020
Q3 | $6.74M | Sell |
69,970
-401
| -0.6% | -$38.6K | 1.26% | 30 |
|
|
2020
Q2 | $6.62M | Buy |
70,371
+4,776
| +7% | +$449K | 1.45% | 26 |
|
|
2020
Q1 | $5.91M | Buy |
65,595
+2,042
| +3% | +$184K | 1.77% | 20 |
|
|
2019
Q4 | $8.86M | Buy |
63,553
+1,912
| +3% | +$267K | 2.37% | 6 |
|
|
2019
Q3 | $7.26M | Buy |
61,641
+1,757
| +3% | +$207K | 2.18% | 7 |
|
|
2019
Q2 | $6.7M | Buy |
59,884
+1,173
| +2% | +$131K | 2.02% | 10 |
|
|
2019
Q1 | $5.94M | Buy |
58,711
+1,625
| +3% | +$164K | 1.98% | 13 |
|
|
2018
Q4 | $5.57M | Buy |
57,086
+705
| +1% | +$68.8K | 2.33% | 6 |
|
|
2018
Q3 | $6.36M | Sell |
56,381
-262
| -0.5% | -$29.6K | 2.14% | 9 |
|
|
2018
Q2 | $5.9M | Buy |
56,643
+190
| +0.3% | +$19.8K | 2.16% | 8 |
|
|
2018
Q1 | $6.21M | Buy |
56,453
+376
| +0.7% | +$41.3K | 2.3% | 6 |
|
|
2017
Q4 | $6M | Buy |
56,077
+30
| +0.1% | +$3.21K | 2.38% | 5 |
|
|
2017
Q3 | $5.35M | Buy |
56,047
+860
| +2% | +$82.1K | 2.31% | 7 |
|
|
2017
Q2 | $5.04M | Buy |
55,187
+6,695
| +14% | +$612K | 2.45% | 5 |
|
|
2017
Q1 | $4.26M | Buy |
48,492
+2,961
| +7% | +$260K | 2.31% | 5 |
|
|
2016
Q4 | $3.93M | Buy |
+45,531
| New | +$3.93M | 2.44% | 4 |
|