Goelzer Investment 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 | $20.5M | Sell |
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|
2025
Q2 | $19M | Buy |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $12.5M | Sell |
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|
2024
Q3 | $11.1M | Sell |
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|
2024
Q2 | $10.6M | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $8.73M | Buy |
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|
2023
Q3 | $7.2M | Sell |
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|
2023
Q2 | $7.37M | Buy |
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|
2023
Q1 | $6.6M | Buy |
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|
2022
Q4 | $6.55M | Sell |
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|
2022
Q3 | $5.15M | Sell |
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|
2022
Q2 | $6.99M | Sell |
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|
2022
Q1 | $9.82M | Buy |
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|
2021
Q4 | $8.77M | Buy |
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|
2021
Q3 | $4.68M | Sell |
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|
2021
Q2 | $4.6M | Buy |
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|
2021
Q1 | $4.1M | Sell |
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|
2020
Q4 | $5.36M | Sell |
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|
2020
Q3 | $4.72M | Sell |
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|
2020
Q2 | $4.67M | Sell |
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|
2020
Q1 | $4.48M | Sell |
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|
2019
Q4 | $6.99M | Sell |
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|
2019
Q3 | $5.94M | Sell |
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|
2019
Q2 | $5.68M | Buy |
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|
2019
Q1 | $4.98M | Buy |
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|
2018
Q4 | $3.79M | Buy |
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|
2018
Q3 | $4.36M | Sell |
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|
2018
Q2 | $4.08M | Sell |
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|
2018
Q1 | $4.68M | Buy |
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|
2017
Q4 | $4.48M | Sell |
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|
2017
Q3 | $4.08M | Sell |
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|
2017
Q2 | $3.94M | Sell |
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|
2017
Q1 | $3.81M | Sell |
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|
2016
Q4 | $3.96M | Sell |
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|
2016
Q3 | $3.29M | Buy |
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|
2016
Q2 | $1.4M | Buy |
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|
2016
Q1 | $1.32M | Sell |
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|
2015
Q4 | $1.51M | Sell |
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|
2015
Q3 | $1.41M | Buy |
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|
2015
Q2 | $1.56M | Sell |
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|
2015
Q1 | $1.4M | Sell |
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|
2014
Q4 | $1.55M | Sell |
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|
2014
Q3 | $1.57M | Sell |
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|
2014
Q2 | $1.51M | Sell |
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|
2014
Q1 | $1.71M | Buy |
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|
2013
Q4 | $1.57M | Buy |
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|
2013
Q3 | $1.37M | Sell |
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|
2013
Q2 | $2.83M | Buy |
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