Fairview Capital Investment 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 | $1.69M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.2M | Hold |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $920K | Buy |
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|
2023
Q3 | $729K | Sell |
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|
2023
Q2 | $734K | Sell |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $736K | Sell |
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|
2022
Q3 | $614K | Buy |
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|
2022
Q2 | $642K | Sell |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $753K | Buy |
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|
2021
Q3 | $691K | Hold |
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|
2021
Q2 | $656K | Buy |
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|
2021
Q1 | $627K | Sell |
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|
2020
Q4 | $572K | Buy |
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|
2020
Q3 | $382K | Sell |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $421K | Buy |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q3 | $492K | Hold |
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|
2019
Q2 | $467K | Sell |
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|
2019
Q1 | $575K | Sell |
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|
2018
Q4 | $559K | Sell |
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|
2018
Q3 | $652K | Buy |
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|
2018
Q2 | $593K | Buy |
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|
2018
Q1 | $572K | Buy |
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|
2017
Q4 | $396K | Hold |
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|
2017
Q3 | $354K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $211K | Hold |
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|
2016
Q4 | $208K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $326K | Hold |
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|
2015
Q3 | $301K | Sell |
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|
2015
Q2 | $364K | Buy |
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|
2015
Q1 | $247K | Sell |
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|
2014
Q4 | $265K | Hold |
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|
2014
Q3 | $255K | Buy |
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|
2014
Q2 | $235K | Hold |
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|
2014
Q1 | $248K | Buy |
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