American Investment Services’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 | $895K | Hold |
|
|||||
|
2025
Q2 | $822K | Sell |
|
|||||
|
2025
Q1 | $2.68M | Buy |
|
|||||
|
2024
Q4 | $2.61M | Sell |
|
|||||
|
2024
Q3 | $2.43M | Buy |
|
|||||
|
2024
Q2 | $2.28M | Sell |
|
|||||
|
2024
Q1 | $2.28M | Buy |
|
|||||
|
2023
Q4 | $1.83M | Sell |
|
|||||
|
2023
Q3 | $1.59M | Sell |
|
|||||
|
2023
Q2 | $1.7M | Sell |
|
|||||
|
2023
Q1 | $3.76M | Hold |
|
|||||
|
2022
Q4 | $3.76M | Buy |
|
|||||
|
2022
Q3 | $2.26M | Buy |
|
|||||
|
2022
Q2 | $339K | Hold |
|
|||||
|
2022
Q1 | $411K | Hold |
|
|||||
|
2021
Q4 | $477K | Hold |
|
|||||
|
2021
Q3 | $493K | Buy |
|
|||||
|
2021
Q2 | $466K | Buy |
|
|||||
|
2021
Q1 | $447K | Hold |
|
|||||
|
2020
Q4 | $373K | Hold |
|
|||||
|
2020
Q3 | $283K | Hold |
|
|||||
|
2020
Q2 | $276K | Sell |
|
|||||
|
2020
Q1 | $311K | Sell |
|
|||||
|
2019
Q4 | $553K | Buy |
|
|||||
|
2019
Q3 | $460K | Hold |
|
|||||
|
2019
Q2 | $437K | Hold |
|
|||||
|
2019
Q1 | $395K | Sell |
|
|||||
|
2018
Q4 | $389K | Sell |
|
|||||
|
2018
Q3 | $487K | Hold |
|
|||||
|
2018
Q2 | $450K | Hold |
|
|||||
|
2018
Q1 | $475K | Buy |
|
|||||
|
2017
Q4 | $398K | Hold |
|
|||||
|
2017
Q3 | $356K | Buy |
|
|||||
|
2017
Q2 | $280K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $264K | Buy |
|