Cubic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $906K | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $998K | Buy |
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|
2022
Q4 | $974K | Hold |
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|
2022
Q3 | $759K | Sell |
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|
2022
Q2 | $832K | Buy |
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|
2022
Q1 | $986K | Buy |
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|
2021
Q4 | $947K | Buy |
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|
2021
Q3 | $970K | Sell |
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|
2021
Q2 | $941K | Sell |
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|
2021
Q1 | $936K | Sell |
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|
2020
Q4 | $797K | Hold |
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|
2020
Q3 | $604K | Buy |
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|
2020
Q2 | $563K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $5.07M | Sell |
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|
2013
Q2 | $5.27M | Buy |
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