Financial Insights’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 | $803K | Buy |
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|
2025
Q1 | $601K | Sell |
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|
2024
Q4 | $624K | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.14M | Buy |
|
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|
2022
Q4 | $866K | Buy |
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|
2022
Q3 | $504K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.73M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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