Garde Capital’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 | $1.45M | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $764K | Sell |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $801K | Sell |
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|
2023
Q4 | $771K | Sell |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $476K | Sell |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $573K | Buy |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $656K | Sell |
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|
2021
Q4 | $767K | Buy |
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|
2021
Q3 | $787K | Buy |
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|
2021
Q2 | $705K | Buy |
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|
2021
Q1 | $652K | Buy |
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|
2020
Q4 | $500K | Sell |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $200K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $224K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.68M | Buy |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $1.76M | Buy |
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|
2018
Q1 | $1.84M | Sell |
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|
2017
Q4 | $1.8M | Sell |
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|
2017
Q3 | $1.63M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.06M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.06M | Sell |
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|
2015
Q2 | $1.38M | Sell |
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|
2015
Q1 | $1.25M | Buy |
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|
2014
Q4 | $1.06M | Buy |
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