First Heartland Consultants’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 | $2.7M | Buy |
|
|||||
|
2025
Q1 | $2.08M | Buy |
|
|||||
|
2024
Q4 | $2.01M | Sell |
|
|||||
|
2024
Q3 | $1.8M | Buy |
|
|||||
|
2024
Q2 | $1.69K | Buy |
|
|||||
|
2024
Q1 | $1.34M | Buy |
|
|||||
|
2023
Q4 | $1.08M | Buy |
|
|||||
|
2023
Q3 | $880K | Buy |
|
|||||
|
2023
Q2 | $846K | Sell |
|
|||||
|
2023
Q1 | $839K | Buy |
|
|||||
|
2022
Q4 | $844K | Buy |
|
|||||
|
2022
Q3 | $513 | Sell |
|
|||||
|
2022
Q2 | $559K | Sell |
|
|||||
|
2022
Q1 | $697K | Buy |
|
|||||
|
2021
Q4 | $631 | Sell |
|
|||||
|
2021
Q3 | $762K | Buy |
|
|||||
|
2021
Q2 | $720K | Buy |
|
|||||
|
2021
Q1 | $686K | Buy |
|
|||||
|
2020
Q4 | $466K | Sell |
|
|||||
|
2020
Q3 | $439K | Sell |
|
|||||
|
2020
Q2 | $491K | Buy |
|
|||||
|
2020
Q1 | $406K | Buy |
|
|||||
|
2019
Q4 | $581K | Buy |
|
|||||
|
2019
Q3 | $482K | Sell |
|
|||||
|
2019
Q2 | $459K | Sell |
|
|||||
|
2019
Q1 | $418K | Buy |
|
|||||
|
2018
Q4 | $294K | Sell |
|
|||||
|
2018
Q3 | $372K | Sell |
|
|||||
|
2018
Q2 | $394K | Sell |
|
|||||
|
2018
Q1 | $500K | Buy |
|
|||||
|
2017
Q4 | $389K | Sell |
|
|||||
|
2017
Q3 | $596K | Sell |
|
|||||
|
2017
Q2 | $668K | Sell |
|
|||||
|
2017
Q1 | $665K | Sell |
|
|||||
|
2016
Q4 | $730K | Sell |
|
|||||
|
2016
Q3 | $1.8M | Sell |
|
|||||
|
2016
Q2 | $1.7K | Buy |
|
|||||
|
2016
Q1 | $1.53M | Sell |
|
|||||
|
2015
Q4 | $1.73M | Buy |
|
|||||
|
2015
Q3 | $1.59M | Buy |
|
|||||
|
2015
Q2 | $1.76K | Buy |
|
|||||
|
2015
Q1 | $1.57M | Sell |
|
|||||
|
2014
Q4 | $2.59M | Buy |
|
|||||
|
2014
Q3 | $2.46M | Sell |
|
|||||
|
2014
Q2 | $2.4M | Sell |
|
|||||
|
2014
Q1 | $2.67M | Buy |
|
|||||
|
2013
Q4 | $2.56M | Sell |
|
|||||
|
2013
Q3 | $2.47M | Buy |
|
|||||
|
2013
Q2 | $2.44M | Buy |
|