Chelsea Counsel Company’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 | $404K | Hold |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $423K | Hold |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $343K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $700K | Hold |
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|
2021
Q3 | $724K | Hold |
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|
2021
Q2 | $688K | Sell |
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|
2021
Q1 | $749K | Hold |
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|
2020
Q4 | $625K | Buy |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Sell |
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|
2019
Q3 | $375K | Sell |
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|
2019
Q2 | $692K | Hold |
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|
2019
Q1 | $627K | Hold |
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|
2018
Q4 | $604K | Hold |
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|
2018
Q3 | $698K | Sell |
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|
2018
Q2 | $666K | Hold |
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|
2018
Q1 | $703K | Sell |
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|
2017
Q4 | $708K | Sell |
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|
2017
Q3 | $737K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $206K | Hold |
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|
2014
Q4 | $213K | Buy |
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