Everett Harris & 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 | $8.26M | Sell |
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|
2025
Q2 | $8.07M | Buy |
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|
2025
Q1 | $6.48M | Buy |
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|
2024
Q4 | $6.29M | Buy |
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|
2024
Q3 | $4.06M | Buy |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $3.56M | Buy |
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|
2023
Q4 | $3M | Sell |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.33M | Sell |
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $2.54M | Buy |
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|
2021
Q4 | $2.77M | Sell |
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|
2021
Q3 | $2.94M | Buy |
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|
2021
Q2 | $2.59M | Sell |
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|
2021
Q1 | $2.73M | Sell |
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|
2020
Q4 | $2.39M | Sell |
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|
2020
Q3 | $1.81M | Buy |
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|
2020
Q2 | $1.69M | Sell |
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|
2020
Q1 | $1.67M | Buy |
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|
2019
Q4 | $1.96M | Sell |
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|
2019
Q3 | $1.73M | Sell |
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|
2019
Q2 | $1.98M | Buy |
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|
2019
Q1 | $1.72M | Buy |
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|
2018
Q4 | $1.63M | Hold |
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|
2018
Q3 | $1.88M | Hold |
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|
2018
Q2 | $1.74M | Buy |
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|
2018
Q1 | $1.76M | Sell |
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|
2017
Q4 | $1.72M | Hold |
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|
2017
Q3 | $1.53M | Buy |
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|
2017
Q2 | $1.46M | Buy |
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|
2017
Q1 | $1.33M | Buy |
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|
2016
Q4 | $1.3M | Hold |
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|
2016
Q3 | $1M | Sell |
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|
2016
Q2 | $941K | Buy |
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|
2016
Q1 | $858K | Sell |
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|
2015
Q4 | $973K | Hold |
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|
2015
Q3 | $898K | Hold |
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|
2015
Q2 | $998K | Buy |
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|
2015
Q1 | $858K | Buy |
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|
2014
Q4 | $790K | Hold |
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|
2014
Q3 | $760K | Buy |
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|
2014
Q2 | $700K | Hold |
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|
2014
Q1 | $737K | Hold |
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|
2013
Q4 | $710K | Hold |
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|
2013
Q3 | $628K | Hold |
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|
2013
Q2 | $641K | Buy |
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