Jacobi Capital Management’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 | $12.8M | Buy |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $8.95M | Buy |
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|
2024
Q2 | $8.49M | Buy |
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|
2024
Q1 | $8.39M | Sell |
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|
2023
Q4 | $8.11M | Buy |
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|
2023
Q3 | $6.77M | Buy |
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|
2023
Q2 | $6.77M | Buy |
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|
2023
Q1 | $5.97M | Sell |
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|
2022
Q4 | $6.19M | Buy |
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|
2022
Q3 | $4.75M | Buy |
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|
2022
Q2 | $4.57M | Buy |
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|
2022
Q1 | $5.29M | Buy |
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|
2021
Q4 | $5.73M | Buy |
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|
2021
Q3 | $5.7M | Buy |
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|
2021
Q2 | $5.17M | Buy |
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|
2021
Q1 | $5.05M | Sell |
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|
2020
Q4 | $7.66M | Buy |
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|
2020
Q3 | $5.79M | Buy |
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|
2020
Q2 | $5.57M | Buy |
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|
2020
Q1 | $5.2M | Buy |
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|
2019
Q4 | $4.56M | Buy |
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|
2019
Q3 | $3.77M | Buy |
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|
2019
Q2 | $3.51M | Buy |
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|
2019
Q1 | $2.25M | Sell |
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|
2018
Q4 | $2.21M | Buy |
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|
2018
Q3 | $1.97M | Buy |
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|
2018
Q2 | $1.8M | Buy |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.35M | Buy |
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|
2017
Q3 | $1.11M | Buy |
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|
2017
Q2 | $974K | Buy |
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|
2017
Q1 | $845K | Buy |
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|
2016
Q4 | $685K | Sell |
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|
2016
Q3 | $694K | Buy |
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|
2016
Q2 | $614K | Buy |
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