Graybill Wealth 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
Q2 | $5.28M | Buy |
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|
2025
Q1 | $4.43M | Buy |
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|
2024
Q3 | $3.88M | Sell |
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|
2024
Q2 | $3.79M | Sell |
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|
2024
Q1 | $3.78M | Sell |
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|
2023
Q4 | $3.21M | Buy |
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|
2023
Q3 | $2.71M | Sell |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $2.56M | Buy |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $2.59M | Buy |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $3M | Sell |
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|
2021
Q2 | $2.92M | Buy |
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|
2021
Q1 | $2.84M | Sell |
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|
2020
Q4 | $2.95M | Buy |
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|
2020
Q3 | $2.23M | Buy |
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|
2020
Q2 | $2.04M | Buy |
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|
2020
Q1 | $1.94M | Sell |
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|
2019
Q4 | $3.06M | Sell |
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|
2019
Q3 | $2.65M | Sell |
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|
2019
Q2 | $2.54M | Buy |
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|
2019
Q1 | $2.28M | Sell |
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|
2018
Q4 | $2.22M | Buy |
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|
2018
Q3 | $2.4M | Sell |
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|
2018
Q2 | $2.23M | Sell |
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|
2018
Q1 | $2.38M | Sell |
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|
2017
Q4 | $2.34M | Sell |
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|
2017
Q3 | $2.1M | Sell |
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|
2017
Q2 | $2.03M | Buy |
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|
2017
Q1 | $1.92M | Sell |
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|
2016
Q4 | $3.77M | Buy |
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|
2016
Q3 | $2.86M | Sell |
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|
2016
Q2 | $2.71M | Sell |
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|
2016
Q1 | $2.64M | Buy |
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|
2015
Q4 | $2.93M | Sell |
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|
2015
Q3 | $2.79M | Buy |
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|
2015
Q2 | $3.08M | Sell |
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|
2015
Q1 | $2.76M | Buy |
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|
2014
Q4 | $2.83M | Buy |
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|
2014
Q3 | $2.69M | Sell |
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|
2014
Q2 | $2.59M | Buy |
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|
2014
Q1 | $2.71M | Buy |
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|
2013
Q4 | $2.58M | Buy |
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|
2013
Q3 | $2.25M | Buy |
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