Crescent Grove Advisors’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 | $2.74M | Sell |
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|
2025
Q1 | $2.65M | Buy |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $1.85M | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $992K | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.87M | Buy |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $897K | Buy |
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|
2019
Q4 | $1.34M | Sell |
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|
2019
Q3 | $1.18M | Sell |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.31M | Buy |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.05M | Hold |
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|
2017
Q3 | $942K | Hold |
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|
2017
Q2 | $901K | Buy |
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