Davidson Investment 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 | $1.19M | Buy |
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|
2025
Q1 | $983K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $907K | Buy |
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|
2024
Q2 | $850K | Sell |
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|
2024
Q1 | $899K | Sell |
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|
2023
Q4 | $790K | Sell |
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|
2023
Q3 | $914K | Buy |
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|
2023
Q2 | $676K | Hold |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $816K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.59M | Sell |
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|
2021
Q3 | $21.2M | Sell |
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|
2021
Q2 | $20.2M | Sell |
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|
2021
Q1 | $20.3M | Sell |
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|
2020
Q4 | $17.5M | Sell |
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|
2020
Q3 | $13.4M | Sell |
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|
2020
Q2 | $21.6M | Sell |
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|
2020
Q1 | $21.2M | Sell |
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|
2019
Q4 | $33.8M | Sell |
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|
2019
Q3 | $33.1M | Sell |
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|
2019
Q2 | $31.5M | Sell |
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|
2019
Q1 | $29.1M | Sell |
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|
2018
Q4 | $33.9M | Sell |
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|
2018
Q3 | $39.2M | Sell |
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|
2018
Q2 | $36.4M | Sell |
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|
2018
Q1 | $38.9M | Sell |
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|
2017
Q4 | $38.8M | Sell |
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|
2017
Q3 | $34.7M | Buy |
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|
2017
Q2 | $25.8M | Sell |
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|
2017
Q1 | $27.4M | Buy |
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|
2016
Q4 | $26M | Buy |
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|
2016
Q3 | $19.4M | Buy |
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|
2016
Q2 | $17.6M | Buy |
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|
2016
Q1 | $16.5M | Buy |
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|
2015
Q4 | $17.7M | Buy |
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|
2015
Q3 | $15.7M | Sell |
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|
2015
Q2 | $18.8M | Sell |
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|
2015
Q1 | $16.9M | Buy |
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|
2014
Q4 | $15.2M | Sell |
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|
2014
Q3 | $18M | Buy |
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|
2014
Q2 | $10.8M | Buy |
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|
2014
Q1 | $9.57M | Buy |
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|
2013
Q4 | $6.7M | Sell |
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|
2013
Q3 | $6.01M | Buy |
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|
2013
Q2 | $6.08M | Buy |
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