Fiduciary Group’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 | $26.6M | Sell |
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|
2025
Q1 | $22.6M | Sell |
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|
2024
Q4 | $22.2M | Sell |
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|
2024
Q3 | $20M | Sell |
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|
2024
Q2 | $19.3M | Sell |
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|
2024
Q1 | $19.4M | Sell |
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|
2023
Q4 | $16.9M | Sell |
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|
2023
Q3 | $14.8M | Sell |
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|
2023
Q2 | $14.9M | Sell |
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|
2023
Q1 | $13.4M | Sell |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $14.3M | Buy |
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|
2022
Q2 | $12.4M | Buy |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $15.8M | Buy |
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|
2021
Q3 | $17M | Sell |
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|
2021
Q2 | $15.1M | Buy |
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|
2021
Q1 | $15.2M | Buy |
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|
2020
Q4 | $13.6M | Sell |
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|
2020
Q3 | $9.45M | Buy |
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|
2020
Q2 | $8.99M | Buy |
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|
2020
Q1 | $8.48M | Buy |
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|
2019
Q4 | $12.6M | Buy |
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|
2019
Q3 | $10.6M | Buy |
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|
2019
Q2 | $9.99M | Buy |
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|
2019
Q1 | $9.01M | Buy |
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|
2018
Q4 | $8.53M | Buy |
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|
2018
Q3 | $9.75M | Buy |
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|
2018
Q2 | $8.8M | Sell |
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|
2018
Q1 | $9.29M | Sell |
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|
2017
Q4 | $9.14M | Buy |
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|
2017
Q3 | $8.16M | Sell |
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|
2017
Q2 | $7.83M | Sell |
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|
2017
Q1 | $7.53M | Buy |
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|
2016
Q4 | $7.01M | Buy |
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|
2016
Q3 | $5.41M | Buy |
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|
2016
Q2 | $4.97M | Buy |
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|
2016
Q1 | $4.69M | Buy |
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|
2015
Q4 | $5.04M | Buy |
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|
2015
Q3 | $4.04M | Sell |
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|
2015
Q2 | $4.53M | Buy |
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