Financial Perspectives’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 | $2.82M | Buy |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $2.33M | Buy |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $978K | Buy |
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|
2022
Q2 | $607K | Hold |
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|
2022
Q1 | $735K | Buy |
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|
2021
Q4 | $797K | Hold |
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|
2021
Q3 | $824K | Buy |
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|
2021
Q2 | $754K | Sell |
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|
2021
Q1 | $4.95M | Buy |
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|
2020
Q4 | $519K | Buy |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $337K | Hold |
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|
2020
Q1 | $322K | Buy |
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|
2019
Q4 | $447K | Buy |
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