Indie Asset Partners’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 | $1.1M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $467K | Sell |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $363K | Sell |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $444K | Sell |
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|
2021
Q3 | $666K | Buy |
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|
2021
Q2 | $497K | Sell |
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|
2021
Q1 | $525K | Sell |
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|
2020
Q4 | $566K | Sell |
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|
2020
Q3 | $832K | Sell |
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|
2020
Q2 | $881K | Buy |
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|
2020
Q1 | $520K | Buy |
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|
2019
Q4 | $685K | Buy |
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