MLL
Moody Lynn & Lieberson’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.7M | Buy |
199,082
+2,162
| +1% | +$627K | 3.33% | 7 |
|
|
2025
Q1 | $48.3M | Buy |
196,920
+1,649
| +0.8% | +$405K | 3.1% | 9 |
|
|
2024
Q4 | $46.8M | Buy |
195,271
+1,399
| +0.7% | +$335K | 2.87% | 10 |
|
|
2024
Q3 | $40.9M | Buy |
193,872
+548
| +0.3% | +$116K | 2.52% | 10 |
|
|
2024
Q2 | $39.1M | Buy |
193,324
+1,305
| +0.7% | +$264K | 2.56% | 9 |
|
|
2024
Q1 | $38.5M | Buy |
192,019
+1,722
| +0.9% | +$345K | 2.59% | 10 |
|
|
2023
Q4 | $32.4M | Buy |
190,297
+1,203
| +0.6% | +$205K | 2.46% | 11 |
|
|
2023
Q3 | $27.4M | Buy |
189,094
+15,121
| +9% | +$2.19M | 2.35% | 12 |
|
|
2023
Q2 | $25.3M | Buy |
173,973
+3,107
| +2% | +$452K | 2.04% | 12 |
|
|
2023
Q1 | $22.3M | Buy |
170,866
+4,460
| +3% | +$581K | 2% | 16 |
|
|
2022
Q4 | $22.3M | Sell |
166,406
-1,334
| -0.8% | -$179K | 2.04% | 18 |
|
|
2022
Q3 | $17.5M | Sell |
167,740
-34,322
| -17% | -$3.59M | 1.69% | 21 |
|
|
2022
Q2 | $22.8M | Sell |
202,062
-8,773
| -4% | -$988K | 2.05% | 16 |
|
|
2022
Q1 | $28.7M | Sell |
210,835
-74,179
| -26% | -$10.1M | 2.1% | 13 |
|
|
2021
Q4 | $45.1M | Buy |
285,014
+1,724
| +0.6% | +$273K | 3.03% | 6 |
|
|
2021
Q3 | $46.4M | Sell |
283,290
-16,630
| -6% | -$2.72M | 3.48% | 4 |
|
|
2021
Q2 | $46.7M | Sell |
299,920
-3,259
| -1% | -$507K | 3.51% | 3 |
|
|
2021
Q1 | $46.2M | Buy |
303,179
+6,595
| +2% | +$1M | 3.83% | 2 |
|
|
2020
Q4 | $37.7M | Buy |
296,584
+2,612
| +0.9% | +$332K | 3.23% | 3 |
|
|
2020
Q3 | $28.3M | Sell |
293,972
-5,180
| -2% | -$499K | 2.8% | 8 |
|
|
2020
Q2 | $28.1M | Buy |
299,152
+55,146
| +23% | +$5.19M | 3.06% | 8 |
|
|
2020
Q1 | $22K | Sell |
244,006
-8,545
| -3% | -$769 | 3.02% | 6 |
|
|
2019
Q4 | $35.2M | Buy |
252,551
+14,891
| +6% | +$2.08M | 3.4% | 3 |
|
|
2019
Q3 | $28M | Sell |
237,660
-1,237
| -0.5% | -$146K | 3.12% | 4 |
|
|
2019
Q2 | $26.7M | Buy |
238,897
+3,823
| +2% | +$427K | 2.94% | 5 |
|
|
2019
Q1 | $23.8M | Sell |
235,074
-532
| -0.2% | -$53.9K | 2.73% | 6 |
|
|
2018
Q4 | $23M | Sell |
235,606
-5,155
| -2% | -$503K | 3.09% | 6 |
|
|
2018
Q3 | $27.2M | Buy |
240,761
+10,830
| +5% | +$1.22M | 2.88% | 6 |
|
|
2018
Q2 | $24M | Sell |
229,931
-43,847
| -16% | -$4.57M | 2.83% | 6 |
|
|
2018
Q1 | $30.1M | Buy |
273,778
+11,847
| +5% | +$1.3M | 3.64% | 3 |
|
|
2017
Q4 | $30.2M | Buy |
261,931
+48,509
| +23% | +$5.58M | 3.22% | 3 |
|
|
2017
Q3 | $20.4M | Buy |
213,422
+4,259
| +2% | +$407K | 2.48% | 5 |
|
|
2017
Q2 | $19.1M | Sell |
209,163
-86,406
| -29% | -$7.9M | 2.51% | 6 |
|
|
2017
Q1 | $26M | Buy |
295,569
+7,947
| +3% | +$698K | 3.65% | 1 |
|
|
2016
Q4 | $24.8M | Buy |
287,622
+94,560
| +49% | +$8.16M | 3.56% | 2 |
|
|
2016
Q3 | $12.9M | Buy |
+193,062
| New | +$12.9M | 2.14% | 10 |
|
|
2016
Q2 | – | Sell |
-26,688
| Closed | -$1.58M | – | 160 |
|
|
2016
Q1 | $1.58M | Buy |
+26,688
| New | +$1.58M | 0.25% | 79 |
|
|
2013
Q3 | – | Sell |
-163,471
| Closed | -$8.63M | – | 189 |
|
|
2013
Q2 | $8.63M | Buy |
+163,471
| New | +$8.63M | 1.51% | 21 |
|