Great Lakes Retirement’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 | $8.29M | Buy |
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|
2025
Q1 | $6.93M | Buy |
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|
2024
Q4 | $6.68M | Sell |
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|
2024
Q3 | $5.9M | Buy |
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|
2024
Q2 | $5.62M | Buy |
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|
2024
Q1 | $4.48M | Sell |
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|
2023
Q4 | $3.86M | Buy |
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|
2023
Q3 | $3.27M | Buy |
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|
2023
Q2 | $3.22M | Hold |
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|
2023
Q1 | $2.89M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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|
2020
Q1 | $2.17M | Buy |
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|
2019
Q4 | $3.11M | Buy |
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