Guardian Investment 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 | $2.45M | Sell |
|
|||||
|
2025
Q1 | $3.25M | Sell |
|
|||||
|
2024
Q4 | $4.59M | Sell |
|
|||||
|
2024
Q3 | $4.14M | Sell |
|
|||||
|
2024
Q2 | $3.98M | Sell |
|
|||||
|
2024
Q1 | $4.04M | Sell |
|
|||||
|
2023
Q4 | $3.82M | Sell |
|
|||||
|
2023
Q3 | $3.26M | Hold |
|
|||||
|
2023
Q2 | $3.27M | Buy |
|
|||||
|
2023
Q1 | $2.52M | Sell |
|
|||||
|
2022
Q4 | $3.01M | Sell |
|
|||||
|
2022
Q3 | $2.38M | Buy |
|
|||||
|
2022
Q2 | $2.11M | Buy |
|
|||||
|
2022
Q1 | $2.54M | Buy |
|
|||||
|
2021
Q4 | $2.64M | Hold |
|
|||||
|
2021
Q3 | $2.73M | Buy |
|
|||||
|
2021
Q2 | $2.58M | Hold |
|
|||||
|
2021
Q1 | $2.53M | Sell |
|
|||||
|
2020
Q4 | $2.79M | Hold |
|
|||||
|
2020
Q3 | $2.11M | Hold |
|
|||||
|
2020
Q2 | $2.06M | Sell |
|
|||||
|
2020
Q1 | $1.98M | Sell |
|
|||||
|
2019
Q4 | $3.14M | Buy |
|
|||||
|
2019
Q3 | $2.39M | Sell |
|
|||||
|
2019
Q2 | $2.55M | Sell |
|
|||||
|
2019
Q1 | $2.32M | Hold |
|
|||||
|
2018
Q4 | $2.24M | Buy |
|
|||||
|
2018
Q3 | $2.53M | Buy |
|
|||||
|
2018
Q2 | $2.25M | Buy |
|
|||||
|
2018
Q1 | $2.22M | Sell |
|
|||||
|
2017
Q4 | $2.51M | Buy |
|
|||||
|
2017
Q3 | $2.15M | Buy |
|
|||||
|
2017
Q2 | $2.04M | Buy |
|
|||||
|
2017
Q1 | $1.92M | Buy |
|
|||||
|
2016
Q4 | $1.31M | Buy |
|
|||||
|
2016
Q3 | $904K | Hold |
|
|||||
|
2016
Q2 | $904K | Buy |
|
|||||
|
2016
Q1 | $859K | Sell |
|
|||||
|
2015
Q4 | $1.25M | Hold |
|
|||||
|
2015
Q3 | $1.17M | Sell |
|
|||||
|
2015
Q2 | $1.36M | Buy |
|