Institutional & Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.4M | Sell |
|
|||||
|
2024
Q1 | $7.42M | Sell |
|
|||||
|
2023
Q4 | $7.14M | Sell |
|
|||||
|
2023
Q3 | $6.52M | Sell |
|
|||||
|
2023
Q2 | $6.58M | Sell |
|
|||||
|
2023
Q1 | $6.57M | Buy |
|
|||||
|
2022
Q4 | $6.62M | Sell |
|
|||||
|
2022
Q3 | $5.2M | Buy |
|
|||||
|
2022
Q2 | $4.36M | Buy |
|
|||||
|
2022
Q1 | $5.03M | Buy |
|
|||||
|
2021
Q4 | $5.79M | Buy |
|
|||||
|
2021
Q3 | $5.97M | Buy |
|
|||||
|
2021
Q2 | $5.56M | Buy |
|
|||||
|
2021
Q1 | $5.09M | Sell |
|
|||||
|
2020
Q4 | $4.35M | Sell |
|
|||||
|
2020
Q3 | $3.7M | Sell |
|
|||||
|
2020
Q2 | $4.07M | Buy |
|
|||||
|
2020
Q1 | $3.85M | Buy |
|
|||||
|
2019
Q4 | $4.88M | Sell |
|
|||||
|
2019
Q3 | $4.73M | Sell |
|
|||||
|
2019
Q2 | $4.51M | Sell |
|
|||||
|
2019
Q1 | $4.22M | Buy |
|
|||||
|
2018
Q4 | $4.04M | Sell |
|
|||||
|
2018
Q3 | $4.78M | Sell |
|
|||||
|
2018
Q2 | $4.42M | Buy |
|
|||||
|
2018
Q1 | $4.55M | Sell |
|
|||||
|
2017
Q4 | $5.73M | Sell |
|
|||||
|
2017
Q3 | $5.51M | Buy |
|
|||||
|
2017
Q2 | $5.18M | Buy |
|
|||||
|
2017
Q1 | $4.87M | Sell |
|
|||||
|
2016
Q4 | $5.38M | Sell |
|
|||||
|
2016
Q3 | $4.24M | Buy |
|
|||||
|
2016
Q2 | $3.6M | Buy |
|
|||||
|
2016
Q1 | $3.27M | Sell |
|
|||||
|
2015
Q4 | $3.28M | Buy |
|