White 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
Q3 | $535K | Sell |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $437K | Buy |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $234K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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