Fagan Associates’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 | $17.9M | Sell |
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|
2025
Q1 | $15.4M | Sell |
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|
2024
Q4 | $15.4M | Buy |
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|
2024
Q3 | $13.4M | Buy |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $12.6M | Buy |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $9.09M | Buy |
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|
2023
Q2 | $9.11M | Sell |
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|
2023
Q1 | $8.23M | Sell |
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|
2022
Q4 | $8.6M | Sell |
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|
2022
Q3 | $6.71M | Buy |
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|
2022
Q2 | $7.2M | Buy |
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|
2022
Q1 | $8.63M | Buy |
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|
2021
Q4 | $9.94M | Buy |
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|
2021
Q3 | $10.2M | Sell |
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|
2021
Q2 | $9.82M | Sell |
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|
2021
Q1 | $9.67M | Sell |
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|
2020
Q4 | $8.71M | Buy |
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|
2020
Q3 | $6.6M | Sell |
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|
2020
Q2 | $6.58M | Buy |
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|
2020
Q1 | $6.17M | Buy |
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|
2019
Q4 | $9.52M | Sell |
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|
2019
Q3 | $8.07M | Buy |
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|
2019
Q2 | $7.59M | Buy |
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|
2019
Q1 | $6.81M | Buy |
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|
2018
Q4 | $6.5M | Buy |
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|
2018
Q3 | $7.49M | Buy |
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|
2018
Q2 | $6.9M | Buy |
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|
2018
Q1 | $7.28K | Buy |
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|
2017
Q4 | $7.02K | Buy |
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|
2017
Q3 | $6.22M | Sell |
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|
2017
Q2 | $6M | Sell |
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|
2017
Q1 | $5.79M | Sell |
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|
2016
Q4 | $5.96M | Sell |
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|
2016
Q3 | $4.65M | Buy |
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|
2016
Q2 | $4.34M | Buy |
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|
2016
Q1 | $4.11M | Buy |
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|
2015
Q4 | $4.51M | Buy |
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|
2015
Q3 | $3.98M | Buy |
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|
2015
Q2 | $4.26M | Buy |
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|
2015
Q1 | $3.6M | Sell |
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|
2014
Q4 | $3.75M | Buy |
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|
2014
Q3 | $3.5M | Buy |
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|
2014
Q2 | $3.26M | Sell |
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|
2014
Q1 | $3.45M | Buy |
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