Bedel Financial Consulting’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 | $8.98M | Sell |
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|
2025
Q1 | $7.75M | Buy |
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|
2024
Q4 | $8.34M | Sell |
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|
2024
Q3 | $6.55M | Sell |
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|
2024
Q2 | $6.33M | Sell |
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|
2024
Q1 | $6.28M | Buy |
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|
2023
Q4 | $5.25M | Sell |
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|
2023
Q3 | $4.65M | Buy |
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|
2023
Q2 | $4.55M | Sell |
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|
2023
Q1 | $4.08M | Sell |
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|
2022
Q4 | $4.27M | Sell |
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|
2022
Q3 | $4.3M | Buy |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $4.35M | Buy |
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|
2021
Q4 | $4.93M | Sell |
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|
2021
Q3 | $5.64M | Buy |
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|
2021
Q2 | $4.94M | Buy |
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|
2021
Q1 | $4.83M | Buy |
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|
2020
Q4 | $3.86M | Sell |
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|
2020
Q3 | $3.08M | Buy |
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|
2020
Q2 | $3.01M | Sell |
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|
2020
Q1 | $2.9M | Buy |
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|
2019
Q4 | $4M | Sell |
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|
2019
Q3 | $3.42M | Buy |
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|
2019
Q2 | $3.24M | Buy |
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|
2019
Q1 | $2.67M | Sell |
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|
2018
Q4 | $2.58M | Sell |
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|
2018
Q3 | $2.98M | Sell |
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|
2018
Q2 | $2.9M | Sell |
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|
2018
Q1 | $3.07M | Sell |
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|
2017
Q4 | $3.22M | Buy |
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