Lynx Investment Advisory’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
$786K Buy
2,710
+3
+0.1% +$870 0.51% 53
2025
Q1
$664K Buy
2,707
+61
+2% +$15K 0.44% 52
2024
Q4
$634K Buy
2,646
+130
+5% +$31.2K 0.43% 52
2024
Q3
$530K Buy
2,516
+20
+0.8% +$4.22K 0.38% 62
2024
Q2
$505K Buy
+2,496
New +$505K 0.37% 54