Horizon Kinetics Asset 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 | $697K | Sell |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $898K | Sell |
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|
2024
Q3 | $858K | Hold |
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|
2024
Q2 | $823K | Sell |
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|
2024
Q1 | $893K | Buy |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $439K | Buy |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $342K | Hold |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $330K | Sell |
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|
2020
Q3 | $674K | Sell |
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|
2020
Q2 | $716K | Sell |
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|
2020
Q1 | $797K | Sell |
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|
2019
Q4 | $1.35M | Sell |
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|
2019
Q3 | $1.15M | Sell |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.07M | Buy |
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