Carl P. Sherr & Co’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 | $3.65M | Sell |
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|
2025
Q1 | $3.17M | Sell |
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|
2024
Q4 | $3.26M | Sell |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $2.76M | Sell |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $797K | Sell |
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|
2021
Q2 | $758K | Buy |
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|
2021
Q1 | $734K | Sell |
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|
2020
Q4 | $614K | Sell |
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|
2020
Q3 | $503K | Sell |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $685K | Buy |
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