Capital Counsel’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 | $442K | Sell |
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|
2025
Q1 | $517K | Buy |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $430K | Hold |
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|
2021
Q3 | $445K | Hold |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $463K | Hold |
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|
2020
Q4 | $386K | Hold |
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|
2020
Q3 | $293K | Sell |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $471K | Buy |
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|
2019
Q4 | $676K | Buy |
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|
2019
Q3 | $530K | Buy |
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|
2019
Q2 | $280K | Sell |
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|
2019
Q1 | $258K | Buy |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $283K | Hold |
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|
2018
Q2 | $261K | Sell |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $248K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $339K | Sell |
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|
2015
Q3 | $315K | Sell |
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|
2015
Q2 | $447K | Hold |
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|
2015
Q1 | $400K | Hold |
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|
2014
Q4 | $413K | Buy |
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|
2014
Q3 | $393K | Sell |
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|
2014
Q2 | $417K | Hold |
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|
2014
Q1 | $439K | Hold |
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|
2013
Q4 | $423K | Sell |
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|
2013
Q3 | $406K | Sell |
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|
2013
Q2 | $528K | Buy |
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