White Lighthouse Investment Management’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 | $554K | Sell |
1,911
-49
| -3% | -$14.2K | 0.09% | 91 |
|
|
2025
Q1 | $481K | Buy |
1,960
+138
| +8% | +$33.8K | 0.09% | 89 |
|
|
2024
Q4 | $437K | Buy |
1,822
+27
| +2% | +$6.47K | 0.08% | 96 |
|
|
2024
Q3 | $378K | Buy |
1,795
+8
| +0.4% | +$1.69K | 0.07% | 102 |
|
|
2024
Q2 | $361K | Buy |
1,787
+409
| +30% | +$82.7K | 0.07% | 100 |
|
|
2024
Q1 | $276K | Hold |
1,378
| – | – | 0.06% | 108 |
|
|
2023
Q4 | $234K | Buy |
+1,378
| New | +$234K | 0.05% | 112 |
|
|
2021
Q4 | – | Sell |
-1,227
| Closed | -$201K | – | 116 |
|
|
2021
Q3 | $201K | Sell |
1,227
-100
| -8% | -$16.4K | 0.05% | 112 |
|
|
2021
Q2 | $206K | Sell |
1,327
-15
| -1% | -$2.33K | 0.06% | 113 |
|
|
2021
Q1 | $204K | Buy |
+1,342
| New | +$204K | 0.06% | 114 |
|
|
2020
Q1 | – | Sell |
-1,709
| Closed | -$238K | – | 120 |
|
|
2019
Q4 | $238K | Buy |
+1,709
| New | +$238K | 0.09% | 121 |
|