Red Lighthouse Investment Management’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
Q4 | – | Sell |
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|
2025
Q3 | $535K | Buy |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $335K | Buy |
|
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|
2024
Q4 | $401K | Hold |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $201K | Hold |
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|
2022
Q4 | $206K | Buy |
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