Edgemoor 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 | $2.1M | Buy |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $947K | Buy |
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|
2023
Q2 | $950K | Buy |
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|
2023
Q1 | $851K | Sell |
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|
2022
Q4 | $943K | Buy |
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|
2022
Q3 | $554K | Buy |
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|
2022
Q2 | $597K | Sell |
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|
2022
Q1 | $730K | Buy |
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|
2021
Q4 | $608K | Buy |
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|
2021
Q3 | $614K | Sell |
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|
2021
Q2 | $654K | Hold |
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|
2021
Q1 | $640K | Buy |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $410K | Sell |
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|
2020
Q2 | $407K | Hold |
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|
2020
Q1 | $390K | Hold |
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|
2019
Q4 | $604K | Sell |
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|
2019
Q3 | $510K | Sell |
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|
2019
Q2 | $508K | Hold |
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|
2019
Q1 | $460K | Buy |
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|
2018
Q4 | $400K | Hold |
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|
2018
Q3 | $462K | Sell |
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|
2018
Q2 | $473K | Hold |
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|
2018
Q1 | $499K | Buy |
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|
2017
Q4 | $497K | Sell |
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|
2017
Q3 | $471K | Buy |
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|
2017
Q2 | $434K | Buy |
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|
2017
Q1 | $288K | Hold |
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|
2016
Q4 | $283K | Sell |
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|
2016
Q3 | $247K | Hold |
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|
2016
Q2 | $230K | Hold |
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|
2016
Q1 | $219K | Sell |
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|
2015
Q4 | $421K | Buy |
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|
2015
Q3 | $384K | Buy |
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|
2015
Q2 | $392K | Sell |
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|
2015
Q1 | $357K | Sell |
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|
2014
Q4 | $402K | Sell |
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|
2014
Q3 | $688K | Buy |
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|
2014
Q2 | $651K | Buy |
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|
2014
Q1 | $283K | Buy |
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|
2013
Q4 | $243K | Buy |
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