Empirical Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.8M | Buy |
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2025
Q1 | $15.1M | Buy |
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2024
Q4 | $6.43M | Buy |
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2024
Q3 | $4.79M | Buy |
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2024
Q2 | $4.06M | Buy |
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2024
Q1 | $3.65M | Sell |
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2023
Q4 | $3.11M | Buy |
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2023
Q3 | $2.44M | Sell |
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2023
Q2 | $2.65M | Buy |
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2023
Q1 | $1.96M | Sell |
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2022
Q4 | $2.11M | Buy |
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2022
Q3 | $1.63M | Sell |
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2022
Q2 | $1.97M | Buy |
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2022
Q1 | $1.42M | Sell |
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2021
Q4 | $2.03M | Buy |
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2021
Q3 | $1.57M | Buy |
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2021
Q2 | $1.47M | Buy |
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2021
Q1 | $1.06M | Buy |
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2020
Q4 | $669K | Sell |
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2020
Q3 | $3.54M | Buy |
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2020
Q2 | $700K | Sell |
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2020
Q1 | $715K | Sell |
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2019
Q4 | $1.19M | Buy |
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2019
Q3 | $835K | Sell |
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2019
Q2 | $901K | Sell |
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2019
Q1 | $849K | Buy |
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2018
Q4 | $710K | Buy |
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2018
Q3 | $722K | Buy |
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2018
Q2 | $640K | Buy |
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2018
Q1 | $646K | Buy |
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2017
Q4 | $497K | Buy |
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2017
Q3 | $346K | Buy |
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2017
Q2 | $319K | Buy |
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2017
Q1 | $245K | Buy |
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2016
Q4 | $236K | Buy |
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