Costello Asset 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
Q3 | $1.68M | Sell |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $991K | Buy |
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|
2021
Q3 | $862K | Sell |
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|
2021
Q2 | $840K | Sell |
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|
2021
Q1 | $826K | Buy |
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|
2020
Q4 | $659K | Buy |
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|
2020
Q3 | $490K | Buy |
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|
2020
Q2 | $478K | Buy |
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