Gardner Russo & Quinn’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 | $166M | Sell |
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|
2025
Q1 | $256M | Sell |
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|
2024
Q4 | $302M | Sell |
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|
2024
Q3 | $304M | Sell |
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|
2024
Q2 | $302M | Sell |
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|
2024
Q1 | $343M | Sell |
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|
2023
Q4 | $344M | Sell |
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|
2023
Q3 | $304M | Sell |
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|
2023
Q2 | $307M | Buy |
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|
2023
Q1 | $237M | Sell |
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|
2022
Q4 | $247M | Sell |
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|
2022
Q3 | $202M | Sell |
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|
2022
Q2 | $220M | Sell |
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|
2022
Q1 | $291M | Sell |
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|
2021
Q4 | $371M | Sell |
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|
2021
Q3 | $412M | Sell |
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|
2021
Q2 | $434M | Sell |
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|
2021
Q1 | $469M | Sell |
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|
2020
Q4 | $456M | Sell |
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|
2020
Q3 | $364M | Buy |
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|
2020
Q2 | $340M | Sell |
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|
2020
Q1 | $345M | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.21M | Sell |
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|
2019
Q2 | $1.36M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $1.17M | Buy |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $208K | Hold |
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|
2018
Q1 | $220K | Hold |
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|
2017
Q4 | $214K | Buy |
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