Chapin Davis’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 | $10.2M | Buy |
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|
2025
Q2 | $9.32M | Buy |
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|
2025
Q1 | $7.64M | Sell |
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|
2024
Q4 | $6.84M | Hold |
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|
2024
Q3 | $6.84M | Buy |
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|
2024
Q2 | $6.53M | Buy |
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|
2024
Q1 | $6.38M | Sell |
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|
2023
Q4 | $5.49M | Buy |
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|
2023
Q3 | $4.68M | Buy |
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|
2023
Q2 | $4.57M | Buy |
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|
2023
Q1 | $3.96M | Buy |
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|
2022
Q4 | $3.1M | Buy |
|