Caldwell Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
68,184
-1,010
|
|
||||
|
2025
Q1 | $17M | Sell |
69,194
-2,334
|
|
||||
|
2024
Q4 | $17.1M | Sell |
71,528
-776
|
|
||||
|
2024
Q3 | $15.2M | Sell |
72,304
-1,084
|
|
||||
|
2024
Q2 | $14.8M | Buy |
73,388
+658
|
|
||||
|
2024
Q1 | $14.6M | Buy |
72,730
+2,074
|
|
||||
|
2023
Q4 | $12M | Sell |
70,656
-1,145
|
|
||||
|
2023
Q3 | $10.4M | Buy |
71,801
+432
|
|
||||
|
2023
Q2 | $10.4M | Buy |
71,369
+60
|
|
||||
|
2023
Q1 | $9.29M | Sell |
71,309
-2,196
|
|
||||
|
2022
Q4 | $9.86M | Sell |
73,505
-1,543
|
|
||||
|
2022
Q3 | $7.84M | Sell |
75,048
-1,241
|
|
||||
|
2022
Q2 | $8.59M | Buy |
76,289
+3,398
|
|
||||
|
2022
Q1 | $9.94M | Buy |
72,891
+3,136
|
|
||||
|
2021
Q4 | $11M | Sell |
69,755
-1,726
|
|
||||
|
2021
Q3 | $11.7M | Buy |
71,481
+1,330
|
|
||||
|
2021
Q2 | $10.9M | Buy |
70,151
+971
|
|
||||
|
2021
Q1 | $10.5M | Buy |
69,180
+3,429
|
|
||||
|
2020
Q4 | $8.35M | Sell |
65,751
-252
|
|
||||
|
2020
Q3 | $6.35M | Sell |
66,003
-5,043
|
|
||||
|
2020
Q2 | $6.68M | Sell |
71,046
-194
|
|
||||
|
2020
Q1 | $6.41M | Buy |
71,240
+2,040
|
|
||||
|
2019
Q4 | $9.65M | Buy |
+69,200
|
|