Karpas Strategies’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $3.78M | Buy |
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2024
Q1 | $3.74M | Buy |
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2023
Q4 | $3.17M | Sell |
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2023
Q3 | $2.91M | Sell |
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2023
Q2 | $3.1M | Sell |
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2023
Q1 | $2.8M | Sell |
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2022
Q4 | $2.9M | Buy |
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2022
Q3 | $2.25M | Buy |
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2022
Q2 | $2.42M | Buy |
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2022
Q1 | $2.89M | Buy |
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2021
Q4 | $3.28M | Buy |
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2021
Q3 | $2.58M | Buy |
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2021
Q2 | $2.35M | Buy |
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2021
Q1 | $2.3M | Sell |
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2020
Q4 | $1.97M | Buy |
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2020
Q3 | $1.49M | Buy |
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2020
Q2 | $1.45M | Buy |
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2020
Q1 | $1.39M | Buy |
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2019
Q4 | $2.14M | Buy |
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2019
Q3 | $1.81M | Buy |
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2019
Q2 | $1.72M | Buy |
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2019
Q1 | $1.55M | Sell |
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2018
Q4 | $1.5M | Buy |
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2018
Q3 | $1.73M | Buy |
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2018
Q2 | $1.6M | Buy |
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2018
Q1 | $1.69M | Sell |
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2017
Q4 | $1.65M | Buy |
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2017
Q3 | $1.47M | Buy |
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2017
Q2 | $1.41M | Buy |
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2017
Q1 | $1.35M | Buy |
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2016
Q4 | $1.32M | Buy |
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2016
Q3 | $1.02M | Buy |
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2016
Q2 | $952K | Buy |
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2016
Q1 | $906K | Buy |
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2015
Q4 | $1.01M | Buy |
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2015
Q3 | $931K | Buy |
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2015
Q2 | $1.03M | Buy |
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2015
Q1 | $923K | Buy |
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2014
Q4 | $952K | Buy |
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2014
Q3 | $915K | Buy |
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2014
Q2 | $874K | Buy |
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2014
Q1 | $920K | Buy |
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2013
Q4 | $886K | Buy |
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2013
Q3 | $782K | Buy |
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2013
Q2 | $798K | Buy |
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