InterOcean Capital Group’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
Q1 | $104M | Sell |
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|
2023
Q4 | $89.3M | Buy |
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|
2023
Q3 | $73.5M | Buy |
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|
2023
Q2 | $71.3M | Buy |
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|
2023
Q1 | $59.9M | Buy |
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|
2022
Q4 | $59.2M | Buy |
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|
2022
Q3 | $45M | Buy |
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|
2022
Q2 | $47.3M | Buy |
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|
2022
Q1 | $51.1M | Buy |
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|
2021
Q4 | $56.4M | Buy |
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|
2021
Q3 | $56M | Buy |
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|
2021
Q2 | $49.7M | Sell |
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|
2021
Q1 | $50.9M | Sell |
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|
2020
Q4 | $42.9M | Buy |
|