Joseph Group 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 | $6.56M | Buy |
|
|||||
|
2025
Q2 | $5.72M | Sell |
|
|||||
|
2025
Q1 | $5.24M | Buy |
|
|||||
|
2024
Q4 | $4.8M | Buy |
|
|||||
|
2024
Q3 | $3.83M | Buy |
|
|||||
|
2024
Q2 | $3.42M | Buy |
|
|||||
|
2024
Q1 | $3.17M | Buy |
|
|||||
|
2023
Q4 | $2.3M | Buy |
|
|||||
|
2023
Q3 | $1.93M | Buy |
|
|||||
|
2023
Q2 | $1.88M | Buy |
|
|||||
|
2023
Q1 | $1.57M | Sell |
|
|||||
|
2022
Q4 | $1.74M | Sell |
|
|||||
|
2022
Q3 | $1.38M | Buy |
|
|||||
|
2022
Q2 | $1.11M | Buy |
|
|||||
|
2022
Q1 | $1.23M | Buy |
|
|||||
|
2021
Q4 | $1.35M | Buy |
|