Ballast Inc’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 | $388K | Sell |
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|
2025
Q1 | $3.51M | Buy |
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|
2024
Q4 | $3.35M | Sell |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $2.95M | Buy |
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|
2024
Q1 | $2.85M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $1.64M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $882K | Sell |
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|
2020
Q2 | $907K | Buy |
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|
2020
Q1 | $815K | Buy |
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|
2019
Q4 | $974K | Buy |
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|
2019
Q3 | $774K | Sell |
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|
2019
Q2 | $756K | Buy |
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|
2019
Q1 | $682K | Buy |
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|
2018
Q4 | $566K | Sell |
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|
2018
Q3 | $676K | Buy |
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|
2018
Q2 | $426K | Buy |
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|
2018
Q1 | $446K | Hold |
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|
2017
Q4 | $434K | Buy |
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