Arthur M. Cohen & Associates’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 | $1.64M | Sell |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $814K | Hold |
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|
2024
Q2 | $795K | Sell |
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|
2024
Q1 | $807K | Buy |
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|
2023
Q4 | $671K | Buy |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $534K | Buy |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $390K | Buy |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $341K | Sell |
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|
2020
Q4 | $365K | Buy |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $358K | Sell |
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|
2020
Q1 | $697K | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.08K | Buy |
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|
2019
Q2 | $835K | Buy |
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|
2019
Q1 | $751K | Hold |
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|
2018
Q4 | $724 | Buy |
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|
2018
Q3 | $972 | Hold |
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|
2018
Q2 | $732K | Buy |
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|
2018
Q1 | $706K | Sell |
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|
2017
Q4 | $724 | Buy |
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|
2017
Q2 | $458K | Sell |
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|
2017
Q1 | $430K | Buy |
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|
2016
Q4 | $327K | Buy |
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|
2014
Q3 | $521K | Buy |
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