Goepper Burkhardt’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 | $835K | Sell |
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|
2025
Q2 | $769K | Buy |
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|
2025
Q1 | $641K | Buy |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $515K | Buy |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $478K | Buy |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $331K | Buy |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $209K | Buy |
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