Independent Investors Inc’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 | $16.5M | Hold |
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|
2025
Q1 | $14M | Hold |
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|
2024
Q4 | $13.6M | Hold |
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|
2024
Q3 | $12M | Hold |
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|
2024
Q2 | $11.5M | Hold |
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|
2024
Q1 | $11.4M | Sell |
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|
2023
Q4 | $9.7M | Buy |
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|
2023
Q3 | $8.26M | Hold |
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|
2023
Q2 | $8.28M | Hold |
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|
2023
Q1 | $7.42M | Hold |
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|
2022
Q4 | $7.64M | Sell |
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|
2022
Q3 | $6.18M | Hold |
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|
2022
Q2 | $6.66M | Hold |
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|
2022
Q1 | $8.06M | Hold |
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|
2021
Q4 | $9.37M | Sell |
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|
2021
Q3 | $9.71M | Buy |
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|
2021
Q2 | $9.18M | Sell |
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|
2021
Q1 | $9M | Sell |
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|
2020
Q4 | $7.52M | Sell |
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|
2020
Q3 | $5.89M | Hold |
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|
2020
Q2 | $5.76M | Hold |
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|
2020
Q1 | $5.51M | Sell |
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|
2019
Q4 | $8.56M | Sell |
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|
2019
Q3 | $7.29M | Buy |
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|
2019
Q2 | $6.89M | Hold |
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|
2019
Q1 | $6.24M | Sell |
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|
2018
Q4 | $6.28M | Buy |
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|
2018
Q3 | $6.88M | Sell |
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|
2018
Q2 | $6.38M | Sell |
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|
2018
Q1 | $6.75M | Buy |
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|
2017
Q4 | $6.55M | Hold |
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|
2017
Q3 | $5.85M | Hold |
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|
2017
Q2 | $5.6M | Sell |
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|
2017
Q1 | $5.68M | Sell |
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|
2016
Q4 | $5.64M | Hold |
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|
2016
Q3 | $4.35M | Sell |
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|
2016
Q2 | $4.09M | Hold |
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|
2016
Q1 | $3.9M | Hold |
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|
2015
Q4 | $4.35M | Sell |
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|
2015
Q3 | $4.02M | Hold |
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|
2015
Q2 | $4.47M | Hold |
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|
2015
Q1 | $3.99M | Sell |
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|
2014
Q4 | $4.58M | Sell |
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|
2014
Q3 | $4.46M | Sell |
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|
2014
Q2 | $4.27M | Sell |
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|
2014
Q1 | $4.51M | Sell |
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|
2013
Q4 | $4.36M | Sell |
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|
2013
Q3 | $3.86M | Sell |
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|
2013
Q2 | $3.95M | Buy |
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