Atwood & Palmer’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 | $2.78M | Sell |
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|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.5M | Hold |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $977K | Hold |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $783K | Sell |
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|
2022
Q2 | $854K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $771K | Hold |
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|
2020
Q2 | $754K | Hold |
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|
2020
Q1 | $721K | Buy |
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|
2019
Q4 | $1.09M | Hold |
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|
2019
Q3 | $922K | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.12M | Hold |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.25M | Sell |
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|
2018
Q2 | $1.3M | Buy |
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|
2018
Q1 | $1.2M | Hold |
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|
2017
Q4 | $1.17M | Hold |
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|
2017
Q3 | $1.05M | Buy |
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|
2017
Q2 | $931K | Buy |
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|
2017
Q1 | $621K | Buy |
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|
2016
Q4 | $523K | Hold |
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|
2016
Q3 | $404K | Buy |
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|
2016
Q2 | $374K | Hold |
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|
2016
Q1 | $356K | Sell |
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|
2015
Q4 | $417K | Hold |
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|
2015
Q3 | $385K | Hold |
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|
2015
Q2 | $428K | Hold |
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|
2015
Q1 | $382K | Sell |
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|
2014
Q4 | $410K | Buy |
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|
2014
Q3 | $391K | Buy |
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|
2014
Q2 | $27K | Sell |
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|
2014
Q1 | $405K | Buy |
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|
2013
Q4 | $373K | Buy |
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|
2013
Q3 | $318K | Hold |
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|
2013
Q2 | $325K | Buy |
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