Financial Management Professionals’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
Q3 | $3.56M | Buy |
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|
2025
Q2 | $3.26M | Buy |
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|
2025
Q1 | $2.73M | Buy |
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|
2024
Q4 | $2.65M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $2.11M | Sell |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $533K | Buy |
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|
2020
Q4 | $416K | Sell |
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|
2020
Q3 | $431K | Buy |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $349K | Buy |
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|
2019
Q3 | $281K | Hold |
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|
2019
Q2 | $267K | Hold |
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|
2019
Q1 | $242K | Hold |
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|
2018
Q4 | $233K | Hold |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $249K | Hold |
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|
2018
Q1 | $262K | Sell |
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|
2017
Q4 | $255K | Sell |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $250K | Hold |
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|
2017
Q1 | $240K | Buy |
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|
2016
Q4 | $223K | Sell |
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|
2016
Q3 | $207K | Sell |
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|
2016
Q2 | $215K | Buy |
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|
2016
Q1 | $185K | Hold |
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|
2015
Q4 | $205K | Sell |
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|
2015
Q3 | $201K | Hold |
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|
2015
Q2 | $223K | Sell |
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|
2015
Q1 | $219K | Hold |
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|
2014
Q4 | $226K | Hold |
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|
2014
Q3 | $217K | Hold |
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|
2014
Q2 | $208K | Hold |
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|
2014
Q1 | $219K | Hold |
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|
2013
Q4 | $211K | Sell |
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|
2013
Q3 | $218K | Sell |
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|
2013
Q2 | $238K | Buy |
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