Aft Forsyth & Sober’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
Q2 | $3.94M | Buy |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $3.19M | Hold |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $2.65M | Hold |
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|
2024
Q1 | $2.62M | Sell |
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|
2023
Q4 | $2.29M | Hold |
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|
2023
Q3 | $1.95M | Hold |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $1.8M | Hold |
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|
2022
Q3 | $1.41M | Hold |
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|
2022
Q2 | $1.51M | Hold |
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|
2022
Q1 | $1.83M | Hold |
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|
2021
Q4 | $2.13M | Hold |
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|
2021
Q3 | $2.2M | Buy |
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|
2021
Q2 | $2.06M | Hold |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $87K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $35K | Hold |
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|
2015
Q3 | $32K | Hold |
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|
2015
Q2 | $36K | Hold |
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|
2015
Q1 | $32K | Hold |
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|
2014
Q4 | $33K | Hold |
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|
2014
Q3 | $32K | Hold |
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|
2014
Q2 | $30K | Hold |
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|
2014
Q1 | $32K | Hold |
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|
2013
Q4 | $31K | Hold |
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|
2013
Q3 | $27K | Hold |
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|
2013
Q2 | $28K | Buy |
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