Boston Research & Management’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 | $10.2M | Sell |
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|
2025
Q1 | $8.74M | Sell |
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|
2024
Q4 | $8.85M | Sell |
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|
2024
Q3 | $7.83M | Buy |
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|
2024
Q2 | $7.51M | Sell |
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|
2024
Q1 | $7.55M | Sell |
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|
2023
Q4 | $6.48M | Buy |
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|
2023
Q3 | $5.43M | Buy |
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|
2023
Q2 | $5.42M | Buy |
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|
2023
Q1 | $4.82M | Buy |
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|
2022
Q4 | $4.84M | Sell |
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|
2022
Q3 | $3.92M | Buy |
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|
2022
Q2 | $3.85M | Buy |
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|
2022
Q1 | $4.49M | Buy |
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|
2021
Q4 | $3.94M | Buy |
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|
2021
Q3 | $4.07M | Buy |
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|
2021
Q2 | $3.84M | Buy |
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|
2021
Q1 | $3.73M | Buy |
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|
2020
Q4 | $3.08M | Buy |
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|
2020
Q3 | $1.74M | Buy |
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|
2020
Q2 | $764K | Hold |
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|
2020
Q1 | $731K | Sell |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.04M | Hold |
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|
2019
Q2 | $989K | Hold |
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|
2019
Q1 | $896K | Hold |
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|
2018
Q4 | $864K | Hold |
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|
2018
Q3 | $998K | Sell |
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|
2018
Q2 | $992K | Buy |
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|
2018
Q1 | $973K | Hold |
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|
2017
Q4 | $946K | Sell |
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|
2017
Q3 | $855K | Buy |
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|
2017
Q2 | $795K | Hold |
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|
2017
Q1 | $764K | Sell |
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|
2016
Q4 | $777K | Hold |
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|
2016
Q3 | $600K | Buy |
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|
2016
Q2 | $468K | Hold |
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|
2016
Q1 | $446K | Hold |
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|
2015
Q4 | $497K | Hold |
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|
2015
Q3 | $459K | Hold |
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|
2015
Q2 | $510K | Sell |
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|
2015
Q1 | $459K | Hold |
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|
2014
Q4 | $474K | Hold |
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|
2014
Q3 | $456K | Hold |
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|
2014
Q2 | $436K | Buy |
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|
2014
Q1 | $450K | Buy |
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|
2013
Q4 | $424K | Sell |
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|
2013
Q3 | $406K | Hold |
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|
2013
Q2 | $415K | Buy |
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