Brown Shipley & Co’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 | $10.1M | Sell |
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|
2025
Q2 | $10.8M | Sell |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $11.4M | Sell |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $11.2M | Sell |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $9.32M | Sell |
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|
2023
Q3 | $7.97M | Buy |
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|
2023
Q2 | $7.26M | Buy |
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|
2023
Q1 | $6.11M | Buy |
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