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Account Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
13,513
-550
| -4% | -$159K | 4.3% | 8 |
|
|
2025
Q1 | $3.45M | Hold |
14,063
| – | – | 3.8% | 9 |
|
|
2024
Q4 | $3.37M | Sell |
14,063
-5,602
| -28% | -$1.34M | 3.95% | 9 |
|
|
2024
Q3 | $4.15M | Sell |
19,665
-2,050
| -9% | -$432K | 4.93% | 8 |
|
|
2024
Q2 | $4.39M | Sell |
21,715
-500
| -2% | -$101K | 4.98% | 8 |
|
|
2024
Q1 | $4.45M | Hold |
22,215
| – | – | 4.81% | 8 |
|
|
2023
Q4 | $3.78M | Hold |
22,215
| – | – | 4.52% | 8 |
|
|
2023
Q3 | $3.22M | Sell |
22,215
-3,025
| -12% | -$439K | 4.46% | 9 |
|
|
2023
Q2 | $3.67M | Sell |
25,240
-2,550
| -9% | -$371K | 4.92% | 8 |
|
|
2023
Q1 | $3.62M | Hold |
27,790
| – | – | 4.63% | 9 |
|
|
2022
Q4 | $3.73M | Sell |
27,790
-3,000
| -10% | -$402K | 5.33% | 8 |
|
|
2022
Q3 | $3.22M | Sell |
30,790
-290
| -0.9% | -$30.3K | 4.37% | 9 |
|
|
2022
Q2 | $3.5M | Sell |
31,080
-47
| -0.2% | -$5.29K | 4.26% | 9 |
|
|
2022
Q1 | $4.24M | Buy |
31,127
+2,650
| +9% | +$361K | 4.15% | 8 |
|
|
2021
Q4 | $4.51M | Buy |
+28,477
| New | +$4.51M | 3.89% | 8 |
|
|
2020
Q3 | $2.72M | Hold |
28,237
| – | – | 4.16% | 7 |
|
|
2020
Q2 | $2.66M | Buy |
+28,237
| New | +$2.66M | 4.38% | 8 |
|