Fernwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $216K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $234K | Sell |
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|
2021
Q2 | $231K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $643K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $623K | Buy |
|