Jacobsen 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
Q3 | $1.72M | Buy |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $926K | Buy |
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|
2024
Q1 | $816K | Sell |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $471K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $254K | Buy |
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|
2019
Q4 | $351K | Sell |
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|
2019
Q3 | $306K | Hold |
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|
2019
Q2 | $291K | Buy |
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