Caldwell Trust’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 | $21.3M | Sell |
|
|||||
|
2025
Q2 | $19.8M | Sell |
|
|||||
|
2025
Q1 | $17M | Sell |
|
|||||
|
2024
Q4 | $17.1M | Sell |
|
|||||
|
2024
Q3 | $15.2M | Sell |
|
|||||
|
2024
Q2 | $14.8M | Buy |
|
|||||
|
2024
Q1 | $14.6M | Buy |
|
|||||
|
2023
Q4 | $12M | Sell |
|
|||||
|
2023
Q3 | $10.4M | Buy |
|
|||||
|
2023
Q2 | $10.4M | Buy |
|
|||||
|
2023
Q1 | $9.29M | Sell |
|
|||||
|
2022
Q4 | $9.86M | Sell |
|
|||||
|
2022
Q3 | $7.84M | Sell |
|
|||||
|
2022
Q2 | $8.59M | Buy |
|
|||||
|
2022
Q1 | $9.94M | Buy |
|
|||||
|
2021
Q4 | $11M | Sell |
|
|||||
|
2021
Q3 | $11.7M | Buy |
|
|||||
|
2021
Q2 | $10.9M | Buy |
|
|||||
|
2021
Q1 | $10.5M | Buy |
|
|||||
|
2020
Q4 | $8.35M | Sell |
|
|||||
|
2020
Q3 | $6.35M | Sell |
|
|||||
|
2020
Q2 | $6.68M | Sell |
|
|||||
|
2020
Q1 | $6.41M | Buy |
|
|||||
|
2019
Q4 | $9.65M | Buy |
|