C.M. Bidwell & 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
Q2 | $614K | Sell |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $90.5K | Hold |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $737K | Buy |
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|
2019
Q3 | $417K | Sell |
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|
2019
Q2 | $626K | Buy |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $4K | Sell |
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|
2018
Q2 | $15K | Sell |
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|
2018
Q1 | $350K | Buy |
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|
2017
Q4 | $236K | Buy |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $196K | Hold |
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|
2016
Q4 | $192K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $4.44M | Hold |
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|
2014
Q3 | $4.27M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $80K | Buy |
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