Boit C.F. David’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 | $4.28M | Hold |
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|
2025
Q1 | $3.62M | Sell |
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|
2024
Q4 | $3.61M | Hold |
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|
2024
Q3 | $3.12M | Hold |
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|
2024
Q2 | $3.04M | Sell |
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|
2024
Q1 | $3.19M | Hold |
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|
2023
Q4 | $2.85M | Buy |
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|
2023
Q3 | $2.03M | Hold |
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|
2023
Q2 | $2.06M | Hold |
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|
2023
Q1 | $2M | Hold |
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|
2022
Q4 | $1.9M | Hold |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.43M | Hold |
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|
2021
Q3 | $2.56M | Hold |
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|
2021
Q2 | $2.38M | Buy |
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