Investment House LLC’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
Q3 | $4.73M | Buy |
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|
2025
Q2 | $1.83M | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $3.5M | Buy |
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|
2023
Q3 | $776K | Hold |
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|
2023
Q2 | $778K | Sell |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $540K | Buy |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $722K | Sell |
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|
2021
Q4 | $887K | Sell |
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|
2021
Q3 | $921K | Hold |
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|
2021
Q2 | $874K | Sell |
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|
2021
Q1 | $879K | Sell |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $825K | Sell |
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|
2020
Q2 | $2.41M | Sell |
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|
2020
Q1 | $5.67M | Sell |
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|
2019
Q4 | $9.52M | Sell |
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|
2019
Q3 | $8.15M | Buy |
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|
2019
Q2 | $7.02M | Buy |
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|
2019
Q1 | $5.36M | Buy |
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|
2018
Q4 | $896K | Buy |
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|
2018
Q3 | $656K | Buy |
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|
2018
Q2 | $356K | Hold |
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|
2018
Q1 | $376K | Sell |
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|
2017
Q4 | $387K | Hold |
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|
2017
Q3 | $346K | Hold |
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|
2017
Q2 | $331K | Hold |
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|
2017
Q1 | $318K | Hold |
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|
2016
Q4 | $312K | Hold |
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|
2016
Q3 | $241K | Sell |
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|
2016
Q2 | $493K | Buy |
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|
2016
Q1 | $453K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $213K | Hold |
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|
2014
Q1 | $224K | Sell |
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|
2013
Q4 | $254K | Buy |
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