Cranbrook Wealth 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 | $3.52M | Sell |
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|
2025
Q2 | $3.26M | Buy |
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|
2025
Q1 | $2.74M | Sell |
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|
2024
Q4 | $2.73M | Buy |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $823K | Hold |
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|
2023
Q4 | $699K | Buy |
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|
2023
Q3 | $582K | Hold |
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|
2023
Q2 | $584K | Hold |
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|
2023
Q1 | $523K | Buy |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $484K | Sell |
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|
2021
Q4 | $573K | Hold |
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|
2021
Q3 | $593K | Buy |
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|
2021
Q2 | $552K | Sell |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $375K | Buy |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $267K | Hold |
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|
2020
Q1 | $256K | Hold |
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|
2019
Q4 | $396K | Hold |
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|
2019
Q3 | $334K | Buy |
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|
2019
Q2 | $312K | Hold |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $273K | Hold |
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|
2018
Q3 | $315K | Hold |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $347K | Hold |
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|
2017
Q4 | $337K | Hold |
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|
2017
Q3 | $301K | Hold |
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|
2017
Q2 | $288K | Hold |
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|
2017
Q1 | $277K | Sell |
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|
2016
Q4 | $324K | Buy |
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|
2016
Q3 | $210K | Hold |
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|
2016
Q2 | $196K | Hold |
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|
2016
Q1 | $187K | Hold |
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|
2015
Q4 | $208K | Hold |
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|
2015
Q3 | $192K | Hold |
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|
2015
Q2 | $214K | Sell |
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|
2015
Q1 | $302K | Hold |
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|
2014
Q4 | $312K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $870K | Buy |
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