Gemmer 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
Q3 | $1.41M | Sell |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $667K | Buy |
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|
2024
Q2 | $634K | Buy |
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|
2024
Q1 | $618K | Buy |
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $434K | Sell |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $424K | Buy |
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|
2022
Q4 | $432K | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $463K | Sell |
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|
2021
Q3 | $484K | Buy |
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|
2021
Q2 | $455K | Buy |
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|
2021
Q1 | $445K | Sell |
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|
2020
Q4 | $382K | Buy |
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|
2020
Q3 | $289K | Buy |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $343K | Buy |
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|
2019
Q2 | $321K | Sell |
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|
2019
Q1 | $324K | Sell |
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|
2018
Q4 | $357K | Buy |
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|
2018
Q3 | $346K | Sell |
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|
2018
Q2 | $324K | Buy |
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|
2018
Q1 | $341K | Buy |
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|
2017
Q4 | $324K | Buy |
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|
2017
Q3 | $289K | Buy |
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|
2017
Q2 | $276K | Buy |
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|
2017
Q1 | $265K | Buy |
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|
2016
Q4 | $260K | Buy |
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|
2016
Q3 | $195K | Buy |
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|
2016
Q2 | $173K | Buy |
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|
2016
Q1 | $161K | Sell |
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|
2015
Q4 | $183K | Sell |
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|
2015
Q3 | $175K | Buy |
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|
2015
Q2 | $193K | Sell |
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|
2015
Q1 | $178K | Buy |
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|
2014
Q4 | $170K | Buy |
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|
2014
Q3 | $163K | Sell |
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|
2014
Q2 | $159K | Buy |
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|
2014
Q1 | $163K | Buy |
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