Jackson Grant Investment Advisers’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 | $535K | Buy |
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|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $534K | Buy |
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|
2024
Q2 | $510K | Sell |
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|
2024
Q1 | $588K | Buy |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $375K | Buy |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $398K | Buy |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $390K | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | $213K | Buy |
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|
2019
Q4 | $330K | Sell |
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|
2019
Q3 | $288K | Buy |
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|
2019
Q2 | $273K | Sell |
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|
2019
Q1 | $261K | Sell |
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|
2018
Q4 | $342K | Buy |
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|
2018
Q3 | $349K | Buy |
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|
2018
Q2 | $320K | Sell |
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|
2018
Q1 | $343K | Buy |
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|
2017
Q4 | $313K | Sell |
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|
2017
Q3 | $316K | Buy |
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|
2017
Q2 | $301K | Buy |
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|
2017
Q1 | $288K | Buy |
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|
2016
Q4 | $221K | Buy |
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|
2016
Q3 | $170K | Buy |
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|
2016
Q2 | $125K | Buy |
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|
2016
Q1 | $118K | Buy |
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|
2015
Q4 | $105K | Buy |
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