Great Diamond Partners’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 | $2.58M | Buy |
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|
2025
Q1 | $832K | Buy |
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|
2024
Q4 | $804K | Buy |
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|
2024
Q3 | $677K | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $926K | Buy |
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|
2023
Q3 | $782K | Buy |
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|
2023
Q2 | $716K | Buy |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $511K | Sell |
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|
2022
Q2 | $645K | Sell |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $3.45M | Buy |
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|
2021
Q2 | $3.07M | Buy |
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|
2021
Q1 | $2.95M | Sell |
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|
2020
Q4 | $2.58M | Sell |
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|
2020
Q3 | $1.97M | Buy |
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|
2020
Q2 | $1.85M | Sell |
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|
2020
Q1 | $2.52M | Buy |
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|
2019
Q4 | $3.7M | Buy |
|