Arcadia 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 | $662K | Hold |
|
|||||
|
2025
Q2 | $609K | Buy |
|
|||||
|
2025
Q1 | $514K | Hold |
|
|||||
|
2024
Q4 | $502K | Buy |
|
|||||
|
2024
Q3 | $412K | Sell |
|
|||||
|
2024
Q2 | $396K | Sell |
|
|||||
|
2024
Q1 | $408K | Buy |
|
|||||
|
2023
Q4 | $344K | Sell |
|
|||||
|
2023
Q3 | $294K | Hold |
|
|||||
|
2023
Q2 | $295K | Buy |
|
|||||
|
2023
Q1 | $254K | Sell |
|
|||||
|
2022
Q4 | $268K | Sell |
|
|||||
|
2022
Q3 | $214K | Buy |
|
|||||
|
2022
Q2 | $229K | Sell |
|
|||||
|
2022
Q1 | $361K | Sell |
|
|||||
|
2021
Q4 | $435K | Buy |
|
|||||
|
2021
Q3 | $337K | Hold |
|
|||||
|
2021
Q2 | $320K | Sell |
|
|||||
|
2021
Q1 | $858K | Hold |
|
|||||
|
2020
Q4 | $716K | Sell |
|
|||||
|
2020
Q3 | $639K | Hold |
|
|||||
|
2020
Q2 | $624K | Hold |
|
|||||
|
2020
Q1 | $597K | Sell |
|
|||||
|
2019
Q4 | $939K | Hold |
|
|||||
|
2019
Q3 | $793K | Buy |
|
|||||
|
2019
Q2 | $722K | Hold |
|
|||||
|
2019
Q1 | $654K | Hold |
|
|||||
|
2018
Q4 | $631K | Sell |
|
|||||
|
2018
Q3 | $746K | Sell |
|
|||||
|
2018
Q2 | $699K | Buy |
|
|||||
|
2018
Q1 | $718K | Hold |
|
|||||
|
2017
Q4 | $698K | Hold |
|
|||||
|
2017
Q3 | $624K | Sell |
|
|||||
|
2017
Q2 | $634K | Buy |
|
|||||
|
2017
Q1 | $603K | Hold |
|
|||||
|
2016
Q4 | $592K | Sell |
|
|||||
|
2016
Q3 | $506K | Hold |
|
|||||
|
2016
Q2 | $472K | Buy |
|
|||||
|
2016
Q1 | $443K | Hold |
|
|||||
|
2015
Q4 | $494K | Buy |
|
|||||
|
2015
Q3 | $431K | Hold |
|
|||||
|
2015
Q2 | $479K | Buy |
|
|||||
|
2015
Q1 | $339K | Hold |
|
|||||
|
2014
Q4 | $350K | Hold |
|
|||||
|
2014
Q3 | $337K | Hold |
|
|||||
|
2014
Q2 | $322K | Hold |
|
|||||
|
2014
Q1 | $340K | Hold |
|
|||||
|
2013
Q4 | $327K | Hold |
|
|||||
|
2013
Q3 | $289K | Hold |
|
|||||
|
2013
Q2 | $295K | Buy |
|