Asset Management Group’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
Q2 | $504K | Buy |
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|
2025
Q1 | $424K | Buy |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $361K | Buy |
|
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $348K | Buy |
|
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|
2023
Q4 | $290K | Buy |
|
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | $202K | Buy |
|
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|
2019
Q4 | $311K | Sell |
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|
2019
Q3 | $266K | Sell |
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|
2019
Q2 | $307K | Buy |
|
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|
2019
Q1 | $274K | Buy |
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|
2018
Q4 | $262K | Buy |
|
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|
2018
Q3 | $294K | Sell |
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|
2018
Q2 | $315K | Buy |
|
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|
2018
Q1 | $331K | Sell |
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|
2017
Q4 | $331K | Buy |
|
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|
2017
Q3 | $271K | Buy |
|
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|
2017
Q2 | $257K | Sell |
|
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|
2017
Q1 | $281K | Buy |
|
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|
2016
Q4 | $275K | Buy |
|
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|
2016
Q3 | $211K | Buy |
|
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $219K | Buy |
|
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|
2015
Q3 | $201K | Buy |
|
|||||
|
2015
Q2 | $222K | Buy |
|
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $247K | Buy |
|
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|
2014
Q3 | $237K | Buy |
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|
2014
Q2 | $225K | Buy |
|