Charter Research & Investment Group’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 | $831K | Hold |
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|
2025
Q1 | $703K | Hold |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $628K | Hold |
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|
2024
Q2 | $602K | Hold |
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|
2024
Q1 | $596K | Hold |
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|
2023
Q4 | $506K | Buy |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $382K | Hold |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $480K | Hold |
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|
2021
Q3 | $496K | Hold |
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|
2021
Q2 | $471K | Hold |
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|
2021
Q1 | $461K | Hold |
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|
2020
Q4 | $385K | Hold |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $407K | Hold |
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|
2020
Q1 | $390K | Hold |
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|
2019
Q4 | $604K | Buy |
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|
2019
Q3 | $439K | Buy |
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|
2019
Q2 | $394K | Hold |
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|
2019
Q1 | $357K | Hold |
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|
2018
Q4 | $344K | Hold |
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|
2018
Q3 | $398K | Hold |
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|
2018
Q2 | $368K | Sell |
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|
2018
Q1 | $401K | Hold |
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|
2017
Q4 | $390K | Buy |
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|
2016
Q3 | $253K | Hold |
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|
2016
Q2 | $236K | Sell |
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|
2016
Q1 | $296K | Hold |
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|
2015
Q4 | $330K | Hold |
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|
2015
Q3 | $305K | Hold |
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|
2015
Q2 | $339K | Hold |
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|
2015
Q1 | $303K | Hold |
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|
2014
Q4 | $313K | Buy |
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