Clean Yield 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
Q3 | $650K | Buy |
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|
2025
Q2 | $566K | Hold |
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|
2025
Q1 | $479K | Hold |
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|
2024
Q4 | $468K | Buy |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $179K | Hold |
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|
2022
Q2 | $193K | Buy |
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|
2022
Q1 | $196K | Sell |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $261K | Sell |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q3 | $164K | Buy |
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|
2020
Q2 | $153K | Sell |
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|
2020
Q1 | $166K | Sell |
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|
2019
Q4 | $879K | Sell |
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|
2019
Q3 | $777K | Buy |
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|
2019
Q2 | $615K | Buy |
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|
2019
Q1 | $530K | Buy |
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|
2018
Q4 | $492K | Buy |
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|
2018
Q3 | $498K | Sell |
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|
2018
Q2 | $564K | Buy |
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|
2018
Q1 | $568K | Sell |
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|
2017
Q4 | $637K | Sell |
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|
2017
Q3 | $683K | Hold |
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|
2017
Q2 | $660K | Hold |
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|
2017
Q1 | $629K | Buy |
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|
2016
Q4 | $270K | Buy |
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|
2016
Q3 | $190K | Hold |
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|
2016
Q2 | $177K | Hold |
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|
2016
Q1 | $179K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $213K | Sell |
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|
2015
Q2 | $321K | Hold |
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|
2015
Q1 | $287K | Hold |
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|
2014
Q4 | $296K | Hold |
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|
2014
Q3 | $285K | Hold |
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|
2014
Q2 | $273K | Buy |
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|
2014
Q1 | $211K | Hold |
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|
2013
Q4 | $203K | Buy |
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