Capital Planning’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 | $279K | Hold |
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|
2025
Q2 | $256K | Sell |
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|
2025
Q1 | $497K | Sell |
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|
2024
Q4 | $565K | Buy |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $347K | Hold |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $347K | Hold |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $524K | Hold |
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|
2021
Q3 | $542K | Hold |
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|
2021
Q2 | $515K | Sell |
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|
2021
Q1 | $630K | Hold |
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|
2020
Q4 | $526K | Buy |
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