Agate Pass 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 | $8.56M | Sell |
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|
2025
Q2 | $7.92M | Sell |
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|
2025
Q1 | $6.77M | Buy |
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|
2024
Q4 | $6.06M | Buy |
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|
2024
Q3 | $4.06M | Sell |
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|
2024
Q2 | $3.95M | Sell |
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|
2024
Q1 | $4.02M | Sell |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $2.89M | Sell |
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|
2023
Q2 | $2.95M | Buy |
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|
2023
Q1 | $2.54M | Buy |
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $2.78M | Buy |
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