Greenwood Capital Associates’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 | $12.3M | Sell |
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|
2025
Q2 | $11.9M | Buy |
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|
2025
Q1 | $10M | Sell |
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|
2024
Q4 | $10.3M | Sell |
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|
2024
Q3 | $9.35M | Sell |
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|
2024
Q2 | $10.8M | Sell |
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|
2024
Q1 | $10.8M | Sell |
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|
2023
Q4 | $10.4M | Buy |
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|
2023
Q3 | $8.68M | Buy |
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|
2023
Q2 | $8.56M | Sell |
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|
2023
Q1 | $9.27M | Buy |
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|
2022
Q4 | $9.54M | Sell |
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|
2022
Q3 | $7.75M | Buy |
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|
2022
Q2 | $7.71M | Buy |
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|
2022
Q1 | $77K | Sell |
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|
2021
Q4 | $10.6M | Sell |
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|
2021
Q3 | $11.1M | Sell |
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|
2021
Q2 | $17.7M | Sell |
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|
2021
Q1 | $18.5M | Sell |
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|
2020
Q4 | $16.7M | Buy |
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|
2020
Q3 | $12.2M | Buy |
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|
2020
Q2 | $11.6M | Buy |
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|
2020
Q1 | $10.2M | Buy |
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|
2019
Q4 | $12.8M | Sell |
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|
2019
Q3 | $11M | Buy |
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|
2019
Q2 | $9.45M | Buy |
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|
2019
Q1 | $6.17M | Buy |
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|
2018
Q4 | $5.77M | Buy |
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|
2018
Q3 | $6.14M | Sell |
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|
2018
Q2 | $5.72M | Buy |
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|
2018
Q1 | $5.78M | Sell |
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|
2017
Q4 | $5.71M | Sell |
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|
2017
Q3 | $5.15M | Sell |
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|
2017
Q2 | $5.02M | Buy |
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|
2017
Q1 | $4.81M | Sell |
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|
2016
Q4 | $4.91M | Sell |
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|
2016
Q3 | $3.91M | Buy |
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|
2016
Q2 | $3.61M | Sell |
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|
2016
Q1 | $3.52M | Sell |
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|
2015
Q4 | $4.08M | Sell |
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|
2015
Q3 | $3.8M | Sell |
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|
2015
Q2 | $4.39M | Sell |
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|
2015
Q1 | $4.03M | Sell |
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|
2014
Q4 | $4.2M | Sell |
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|
2014
Q3 | $4.07M | Sell |
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|
2014
Q2 | $4.7M | Sell |
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|
2014
Q1 | $4.96M | Sell |
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|
2013
Q4 | $5.16M | Buy |
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|
2013
Q3 | $4.55M | Buy |
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|
2013
Q2 | $3.22M | Buy |
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