Chapman Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Hold |
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|
2025
Q1 | $3.22M | Buy |
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|
2024
Q4 | $3.13M | Hold |
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|
2024
Q3 | $2.75M | Hold |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $2.33M | Hold |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $1.94M | Hold |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.62M | Hold |
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|
2022
Q1 | $1.96M | Hold |
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|
2021
Q4 | $2.28M | Buy |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $1.97M | Hold |
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|
2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.25M | Hold |
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|
2020
Q2 | $1.22M | Hold |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $958K | Buy |
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