Jacobs & 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
Q3 | $764K | Hold |
|
|||||
|
2025
Q2 | $702K | Hold |
|
|||||
|
2025
Q1 | $594K | Hold |
|
|||||
|
2024
Q4 | $581K | Hold |
|
|||||
|
2024
Q3 | $511K | Buy |
|
|||||
|
2024
Q2 | $429K | Sell |
|
|||||
|
2024
Q1 | $485K | Hold |
|
|||||
|
2023
Q4 | $412K | Hold |
|
|||||
|
2023
Q3 | $351K | Sell |
|
|||||
|
2023
Q2 | $399K | Sell |
|
|||||
|
2023
Q1 | $618K | Sell |
|
|||||
|
2022
Q4 | $752K | Buy |
|
|||||
|
2022
Q3 | $296K | Buy |
|
|||||
|
2022
Q2 | $249K | Sell |
|
|||||
|
2022
Q1 | $306K | Buy |
|
|||||
|
2021
Q4 | $351K | Sell |
|
|||||
|
2021
Q3 | $368K | Sell |
|
|||||
|
2021
Q2 | $354K | Hold |
|
|||||
|
2021
Q1 | $347K | Hold |
|
|||||
|
2020
Q4 | $289K | Sell |
|
|||||
|
2020
Q3 | $221K | Sell |
|
|||||
|
2020
Q2 | $225K | Sell |
|
|||||
|
2020
Q1 | $236K | Buy |
|
|||||
|
2019
Q4 | $341K | Buy |
|
|||||
|
2019
Q3 | $274K | Hold |
|
|||||
|
2019
Q2 | $261K | Sell |
|
|||||
|
2019
Q1 | $243K | Hold |
|
|||||
|
2018
Q4 | $234K | Sell |
|
|||||
|
2018
Q3 | $279K | Buy |
|
|||||
|
2018
Q2 | $237K | Sell |
|
|||||
|
2018
Q1 | $275K | Sell |
|
|||||
|
2017
Q4 | $241K | Hold |
|
|||||
|
2017
Q3 | $230K | Sell |
|
|||||
|
2017
Q2 | $243K | Hold |
|
|||||
|
2017
Q1 | $239K | Buy |
|
|||||
|
2016
Q4 | $254K | Buy |
|