Carlson Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $836K | Buy |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $718K | Sell |
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|
2022
Q3 | $567K | Sell |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $800K | Buy |
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|
2021
Q4 | $905K | Buy |
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|
2021
Q3 | $909K | Buy |
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|
2021
Q2 | $819K | Buy |
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|
2021
Q1 | $785K | Sell |
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|
2020
Q4 | $704K | Sell |
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|
2020
Q3 | $609K | Sell |
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|
2020
Q2 | $611K | Buy |
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|
2020
Q1 | $310K | Sell |
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|
2019
Q4 | $530K | Buy |
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|
2019
Q3 | $421K | Buy |
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|
2019
Q2 | $381K | Sell |
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|
2019
Q1 | $385K | Buy |
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|
2018
Q4 | $292K | Sell |
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|
2018
Q3 | $436K | Buy |
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|
2018
Q2 | $255K | Sell |
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|
2018
Q1 | $279K | Sell |
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|
2017
Q4 | $435K | Hold |
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|
2017
Q3 | $388K | Sell |
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|
2017
Q2 | $387K | Buy |
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|
2017
Q1 | $359K | Buy |
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|
2016
Q4 | $348K | Sell |
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|
2016
Q3 | $291K | Hold |
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|
2016
Q2 | $271K | Buy |
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