Bassett Hargrove Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.38M Buy
2023
Q2
$1.26M Hold
2023
Q1
$1.24M Hold
2022
Q4
$1.26M Sell
2022
Q3
$1.02M Buy
2022
Q1
$1.46M Sell
2021
Q4
$1.7M Sell
2021
Q3
$1.68M Hold
2021
Q2
$1.68M Buy