J.M. Forbes & Co’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 | $28.1M | Sell |
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|
2025
Q1 | $23.8M | Buy |
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|
2024
Q4 | $22.7M | Sell |
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|
2024
Q3 | $24M | Sell |
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|
2024
Q2 | $23.2M | Buy |
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|
2024
Q1 | $22.5M | Sell |
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|
2023
Q4 | $19.3M | Buy |
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|
2023
Q3 | $16.3M | Buy |
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|
2023
Q2 | $16.3M | Sell |
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|
2023
Q1 | $16.7M | Buy |
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|
2022
Q4 | $16.7M | Sell |
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|
2022
Q3 | $13.3M | Buy |
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|
2022
Q2 | $14.1M | Sell |
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|
2022
Q1 | $17.2M | Sell |
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|
2021
Q4 | $20M | Buy |
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|
2021
Q3 | $20.5M | Buy |
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|
2021
Q2 | $19.2M | Buy |
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|
2021
Q1 | $18.5M | Buy |
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|
2020
Q4 | $15.1M | Buy |
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|
2020
Q3 | $11.3M | Buy |
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|
2020
Q2 | $10.8M | Buy |
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|
2020
Q1 | $10.3M | Buy |
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|
2019
Q4 | $13.9M | Sell |
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|
2019
Q3 | $12.5M | Buy |
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|
2019
Q2 | $11.8M | Buy |
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|
2019
Q1 | $9.6M | Buy |
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|
2018
Q4 | $9.07M | Sell |
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|
2018
Q3 | $10.6M | Buy |
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|
2018
Q2 | $9.74M | Buy |
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|
2018
Q1 | $10.2M | Buy |
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|
2017
Q4 | $9.75M | Buy |
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|
2017
Q3 | $8.46M | Buy |
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|
2017
Q2 | $250K | Sell |
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|
2017
Q1 | $254K | Hold |
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|
2016
Q4 | $250K | Buy |
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