Greatmark Investment 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
Q3 | $1.87M | Sell |
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|
2025
Q2 | $1.72M | Hold |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $906K | Hold |
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|
2023
Q2 | $909K | Sell |
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|
2023
Q1 | $827K | Hold |
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|
2022
Q4 | $851K | Buy |
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|
2022
Q3 | $614K | Buy |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $751K | Buy |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $863K | Hold |
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|
2021
Q2 | $820K | Sell |
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|
2021
Q1 | $828K | Sell |
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|
2020
Q4 | $844K | Buy |
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|
2020
Q3 | $592K | Sell |
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|
2020
Q2 | $585K | Buy |
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|
2020
Q1 | $463K | Buy |
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|
2019
Q4 | $648K | Buy |
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|
2019
Q3 | $520K | Buy |
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|
2019
Q2 | $225K | Hold |
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|
2019
Q1 | $203K | Buy |
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