Certuity’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 | $4.32M | Sell |
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|
2025
Q1 | $3.78M | Sell |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $9.33M | Sell |
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|
2024
Q1 | $11.4M | Sell |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $10M | Buy |
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|
2023
Q1 | $8.57M | Sell |
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|
2022
Q4 | $8.85M | Buy |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $723K | Sell |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $802K | Buy |
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|
2020
Q2 | $670K | Buy |
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|
2020
Q1 | $636K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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