Davenport & Co’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 | $183M | Sell |
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|
2025
Q2 | $170M | Sell |
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|
2025
Q1 | $144M | Sell |
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|
2024
Q4 | $141M | Buy |
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|
2024
Q3 | $124M | Sell |
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|
2024
Q2 | $200M | Sell |
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|
2024
Q1 | $237M | Sell |
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|
2023
Q4 | $204M | Sell |
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|
2023
Q3 | $176M | Sell |
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|
2023
Q2 | $176M | Sell |
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|
2023
Q1 | $159M | Sell |
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|
2022
Q4 | $171M | Buy |
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|
2022
Q3 | $132M | Buy |
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|
2022
Q2 | $140M | Buy |
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|
2022
Q1 | $170M | Sell |
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|
2021
Q4 | $198M | Sell |
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|
2021
Q3 | $211M | Buy |
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|
2021
Q2 | $192M | Buy |
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|
2021
Q1 | $187M | Sell |
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|
2020
Q4 | $180M | Sell |
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|
2020
Q3 | $137M | Sell |
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|
2020
Q2 | $137M | Sell |
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|
2020
Q1 | $132M | Sell |
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|
2019
Q4 | $208M | Buy |
|
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|
2019
Q3 | $156M | Buy |
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|
2019
Q2 | $154M | Buy |
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|
2019
Q1 | $139M | Buy |
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|
2018
Q4 | $134M | Sell |
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|
2018
Q3 | $155M | Sell |
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|
2018
Q2 | $144M | Buy |
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|
2018
Q1 | $151M | Buy |
|
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|
2017
Q4 | $147M | Sell |
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|
2017
Q3 | $132M | Sell |
|
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|
2017
Q2 | $126M | Sell |
|
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|
2017
Q1 | $144M | Sell |
|
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|
2016
Q4 | $151M | Sell |
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|
2016
Q3 | $117M | Buy |
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|
2016
Q2 | $108M | Buy |
|
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|
2016
Q1 | $102M | Sell |
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|
2015
Q4 | $115M | Buy |
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|
2015
Q3 | $105M | Buy |
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|
2015
Q2 | $115M | Buy |
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|
2015
Q1 | $101M | Buy |
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|
2014
Q4 | $73M | Sell |
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|
2014
Q3 | $70.3M | Buy |
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|
2014
Q2 | $66.6M | Sell |
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|
2014
Q1 | $85.4M | Buy |
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|
2013
Q4 | $80.4M | Buy |
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|
2013
Q3 | $69.7M | Buy |
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|
2013
Q2 | $70.8M | Buy |
|