Hardy Reed’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 | $126M | Buy |
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|
2025
Q2 | $116M | Sell |
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|
2025
Q1 | $98.3M | Sell |
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|
2024
Q4 | $96.1M | Sell |
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|
2024
Q3 | $84.5M | Buy |
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|
2024
Q2 | $81.1M | Buy |
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|
2024
Q1 | $76.6M | Sell |
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|
2023
Q4 | $65.1M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $948K | Hold |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.49M | Sell |
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|
2021
Q2 | $1.47M | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.21M | Hold |
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|
2020
Q3 | $917K | Buy |
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|
2020
Q2 | $783K | Buy |
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|
2020
Q1 | $741K | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $919K | Hold |
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|
2019
Q2 | $873K | Sell |
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|
2019
Q1 | $797K | Buy |
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|
2018
Q4 | $675K | Buy |
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