Formidable Asset Management’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 | $6.85M | Sell |
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|
2025
Q1 | $6.86M | Sell |
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|
2024
Q4 | $6.98M | Sell |
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|
2024
Q3 | $6.27M | Sell |
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|
2024
Q2 | $6.15M | Buy |
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|
2024
Q1 | $6.05M | Buy |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $860K | Sell |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $789K | Buy |
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|
2020
Q2 | $781K | Buy |
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|
2020
Q1 | $570K | Buy |
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|
2019
Q4 | $822K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $659K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $461K | Buy |
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|
2017
Q2 | $364K | Buy |
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|
2017
Q1 | $339K | Sell |
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|
2016
Q4 | $361K | Sell |
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|
2016
Q3 | $282K | Buy |
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|
2016
Q2 | $260K | Buy |
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|
2016
Q1 | $212K | Sell |
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|
2015
Q4 | $219K | Sell |
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|
2015
Q3 | $247K | Hold |
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|
2015
Q2 | $275K | Hold |
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|
2015
Q1 | $265K | Sell |
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|
2014
Q4 | $447K | Sell |
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|
2014
Q3 | $441K | Sell |
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|
2014
Q2 | $444K | Hold |
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|
2014
Q1 | $428K | Hold |
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|
2013
Q4 | $436K | Buy |
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|
2013
Q3 | $193K | Buy |
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