Callan Capital’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
Q1 | $2.89M | Buy |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $671K | Buy |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $619K | Buy |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q3 | $469K | Sell |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $567K | Hold |
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|
2020
Q4 | $473K | Hold |
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|
2020
Q3 | $358K | Hold |
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|
2020
Q2 | $350K | Hold |
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|
2020
Q1 | $335K | Buy |
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