Isthmus 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
Q3 | $1.06M | Buy |
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|
2025
Q2 | $873K | Buy |
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|
2025
Q1 | $593K | Hold |
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|
2024
Q4 | $579K | Hold |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $364K | Sell |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $316K | Hold |
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|
2020
Q3 | $240K | Hold |
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|
2020
Q2 | $234K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $370K | Sell |
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|
2019
Q3 | $314K | Hold |
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|
2019
Q2 | $298K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $260K | Buy |
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|
2018
Q3 | $271K | Hold |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $264K | Sell |
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|
2017
Q4 | $263K | Hold |
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|
2017
Q3 | $235K | Buy |
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|
2017
Q2 | $220K | Hold |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $218K | Buy |
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|
2016
Q3 | $44K | Buy |
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|
2016
Q2 | $32K | Hold |
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|
2016
Q1 | $31K | Hold |
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|
2015
Q4 | $34K | Hold |
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|
2015
Q3 | $32K | Hold |
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|
2015
Q2 | $35K | Hold |
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|
2015
Q1 | $31K | Hold |
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|
2014
Q4 | $32K | Buy |
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