Human Investing’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 | $330K | Buy |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $232K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $59K | Hold |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $46K | Hold |
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|
2019
Q2 | $43K | Hold |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $72K | Buy |
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