Jacobson & Schmitt Advisors’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 | $584K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $483K | Hold |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $317K | Hold |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $355K | Hold |
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|
2018
Q1 | $375K | Buy |
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|
2017
Q4 | $318K | Buy |
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|
2017
Q3 | $266K | Hold |
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|
2017
Q2 | $254K | Hold |
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|
2017
Q1 | $244K | Buy |
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