Janney 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 | $32.5M | Sell |
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|
2025
Q1 | $27.9M | Sell |
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|
2024
Q4 | $28.2M | Sell |
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|
2024
Q3 | $30M | Sell |
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|
2024
Q2 | $31M | Sell |
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|
2024
Q1 | $32M | Sell |
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|
2023
Q4 | $32.5M | Sell |
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|
2023
Q3 | $29M | Buy |
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|
2023
Q2 | $28.9M | Buy |
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|
2023
Q1 | $25.6M | Buy |
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|
2022
Q4 | $26.3M | Buy |
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|
2022
Q3 | $19.9M | Buy |
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|
2022
Q2 | $20.9M | Sell |
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|
2022
Q1 | $25.5M | Sell |
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|
2021
Q4 | $29.6M | Sell |
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|
2021
Q3 | $31M | Sell |
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|
2021
Q2 | $30.5M | Sell |
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|
2021
Q1 | $30.1M | Sell |
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|
2020
Q4 | $25.5M | Sell |
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|
2020
Q3 | $20.1M | Sell |
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|
2020
Q2 | $20.8M | Sell |
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|
2020
Q1 | $20.7M | Sell |
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|
2019
Q4 | $35.4M | Buy |
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|
2019
Q3 | $29.5M | Buy |
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|
2019
Q2 | $20.4M | Sell |
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|
2019
Q1 | $19M | Sell |
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|
2018
Q4 | $18.8M | Sell |
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|
2018
Q3 | $22.1M | Sell |
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|
2018
Q2 | $20.9M | Sell |
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|
2018
Q1 | $22.2M | Sell |
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|
2017
Q4 | $24.1M | Sell |
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|
2017
Q3 | $26.3M | Sell |
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|
2017
Q2 | $25.2M | Sell |
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|
2017
Q1 | $29.6M | Sell |
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|
2016
Q4 | $30.7M | Sell |
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|
2016
Q3 | $24.2M | Buy |
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|
2016
Q2 | $15.2M | Buy |
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|
2016
Q1 | $14.5M | Buy |
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|
2015
Q4 | $15.8M | Sell |
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|
2015
Q3 | $14.9M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $900K | Sell |
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|
2014
Q4 | $954K | Buy |
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|
2014
Q3 | $778K | Buy |
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|
2014
Q2 | $723K | Buy |
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|
2014
Q1 | $596K | Buy |
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|
2013
Q4 | $469K | Sell |
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|
2013
Q3 | $417K | Buy |
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|
2013
Q2 | $394K | Buy |
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