Bender Robert & Associates’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 | $809K | Sell |
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|
2025
Q2 | $745K | Sell |
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|
2025
Q1 | $631K | Sell |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $601K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $600K | Sell |
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|
2023
Q3 | $517K | Hold |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $554K | Hold |
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|
2022
Q3 | $432K | Hold |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $697K | Hold |
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|
2021
Q3 | $697K | Sell |
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|
2021
Q2 | $666K | Hold |
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|
2021
Q1 | $651K | Buy |
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|
2020
Q4 | $485K | Sell |
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|
2020
Q3 | $369K | Sell |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $368K | Sell |
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|
2019
Q4 | $576K | Hold |
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|
2019
Q3 | $487K | Hold |
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|
2019
Q2 | $480K | Sell |
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|
2019
Q1 | $423K | Sell |
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|
2018
Q4 | $410K | Sell |
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|
2018
Q3 | $482K | Sell |
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|
2018
Q2 | $477K | Sell |
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|
2018
Q1 | $505K | Sell |
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|
2017
Q4 | $509K | Sell |
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|
2017
Q3 | $477K | Sell |
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|
2017
Q2 | $463K | Sell |
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|
2017
Q1 | $460K | Sell |
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|
2016
Q4 | $472K | Sell |
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|
2016
Q3 | $374K | Buy |
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|
2016
Q2 | $308K | Sell |
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|
2016
Q1 | $303K | Sell |
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|
2015
Q4 | $342K | Buy |
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|
2015
Q3 | $307K | Buy |
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|
2015
Q2 | $337K | Buy |
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|
2015
Q1 | $289K | Sell |
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|
2014
Q4 | $302K | Buy |
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|
2014
Q3 | $267K | Sell |
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|
2014
Q2 | $264K | Buy |
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|
2014
Q1 | $267 | Sell |
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|
2013
Q4 | $267K | Buy |
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|
2013
Q3 | $234K | Buy |
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|
2013
Q2 | $236K | Buy |
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