John G. Ullman & Associates’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
Q4 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.15M | Buy |
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|
2023
Q3 | $6.07M | Sell |
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|
2023
Q2 | $6.15M | Sell |
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|
2023
Q1 | $5.52M | Sell |
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|
2022
Q4 | $5.73M | Buy |
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|
2022
Q3 | $4.42M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $268K | Sell |
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|
2014
Q4 | $293K | Sell |
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|
2014
Q3 | $2.1M | Sell |
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|
2014
Q2 | $2.13M | Sell |
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|
2014
Q1 | $2.34M | Sell |
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|
2013
Q4 | $2.49M | Sell |
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|
2013
Q3 | $2.21M | Sell |
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|
2013
Q2 | $2.35M | Buy |
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