Arcus Capital 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 | $426K | Buy |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $210K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $133K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $294K | Buy |
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|
2017
Q3 | $230K | Buy |
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