Lynx Investment Advisory’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
Q3
$854K Sell
2025
Q2
$786K Buy
2025
Q1
$664K Buy
2024
Q4
$634K Buy
2024
Q3
$530K Buy
2024
Q2
$505K Buy