A.D. Beadell Investment Counsel’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 | $1.02M | Sell |
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|
2025
Q2 | $984K | Buy |
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|
2025
Q1 | $810K | Sell |
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|
2024
Q4 | $884K | Sell |
|
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|
2024
Q3 | $1.85M | Sell |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $1.97M | Sell |
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|
2023
Q3 | $1.71M | Sell |
|
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|
2023
Q2 | $1.81M | Sell |
|
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $2.3M | Sell |
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|
2021
Q4 | $2.73M | Sell |
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|
2021
Q3 | $2.94M | Sell |
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|
2021
Q2 | $2.8M | Sell |
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|
2021
Q1 | $2.77M | Sell |
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|
2020
Q4 | $2.51M | Sell |
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|
2020
Q3 | $2.03M | Sell |
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|
2020
Q2 | $2M | Sell |
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|
2020
Q1 | $2.17M | Buy |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $933K | Buy |
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|
2019
Q2 | $707K | Sell |
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|
2019
Q1 | $686K | Hold |
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|
2018
Q4 | $661K | Hold |
|
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|
2018
Q3 | $765K | Hold |
|
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|
2018
Q2 | $706K | Hold |
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|
2018
Q1 | $745K | Hold |
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|
2017
Q4 | $725K | Hold |
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|
2017
Q3 | $647K | Hold |
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|
2017
Q2 | $619K | Buy |
|