Empirical Finance’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 | $30.3M | Buy |
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|
2025
Q1 | $24.8M | Buy |
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|
2024
Q4 | $23.9M | Sell |
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|
2024
Q3 | $21.4M | Buy |
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|
2024
Q2 | $20M | Sell |
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|
2024
Q1 | $21.3M | Buy |
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|
2023
Q4 | $17.5M | Buy |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $13.5M | Buy |
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|
2023
Q1 | $10.8M | Buy |
|
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $7.64M | Buy |
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|
2022
Q2 | $6.93M | Buy |
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|
2022
Q1 | $7.95M | Buy |
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|
2021
Q4 | $8.3M | Buy |
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|
2021
Q3 | $6.38M | Buy |
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|
2021
Q2 | $5.74M | Buy |
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|
2021
Q1 | $4.02M | Hold |
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|
2020
Q4 | $4.02M | Buy |
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|
2020
Q3 | $2.53M | Buy |
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|
2020
Q2 | $2.01M | Buy |
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|
2020
Q1 | $1.7M | Buy |
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|
2019
Q4 | $1.73M | Buy |
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|
2019
Q3 | $940K | Buy |
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|
2019
Q2 | $877K | Sell |
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|
2019
Q1 | $810K | Buy |
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|
2018
Q4 | $603K | Sell |
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|
2018
Q3 | $767K | Buy |
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|
2018
Q2 | $630K | Sell |
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|
2018
Q1 | $810K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $361K | Hold |
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|
2017
Q2 | $345K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $144K | Buy |
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