Almanack Investment Partners’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 | $1.45M | Sell |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $999K | Buy |
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|
2024
Q1 | $984K | Buy |
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|
2023
Q4 | $779K | Sell |
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|
2023
Q3 | $666K | Sell |
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|
2023
Q2 | $927K | Sell |
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|
2023
Q1 | $974K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $2.78M | Buy |
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|
2022
Q1 | $3.12M | Buy |
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|
2021
Q4 | $3.61M | Buy |
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|
2021
Q3 | $3.55M | Buy |
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|
2021
Q2 | $3.22M | Sell |
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|
2021
Q1 | $3.68M | Sell |
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|
2020
Q4 | $3.1M | Buy |
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|
2020
Q3 | $2.38M | Buy |
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|
2020
Q2 | $1.69M | Sell |
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|
2020
Q1 | $1.96M | Buy |
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|
2019
Q4 | $2.36M | Sell |
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|
2019
Q3 | $2.11M | Sell |
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|
2019
Q2 | $2.07M | Buy |
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|
2019
Q1 | $1.64M | Buy |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $1.67M | Buy |
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|
2018
Q2 | $630K | Sell |
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|
2018
Q1 | $673K | Buy |
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|
2017
Q4 | $521K | Buy |
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|
2017
Q3 | $162K | Sell |
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|
2017
Q2 | $164K | Sell |
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|
2017
Q1 | $335K | Buy |
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|
2016
Q4 | $266K | Buy |
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