Kohmann Bosshard Financial Services’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 | $1.56M | Buy |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $986K | Buy |
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|
2024
Q2 | $900K | Buy |
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|
2024
Q1 | $879K | Buy |
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|
2023
Q4 | $678K | Buy |
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|
2023
Q3 | $532K | Sell |
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|
2023
Q2 | $537K | Hold |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $365K | Hold |
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|
2022
Q2 | $393K | Hold |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $330K | Hold |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $311K | Hold |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | $194K | Buy |
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|
2019
Q4 | $181K | Hold |
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|
2019
Q3 | $153K | Hold |
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|
2019
Q2 | $145K | Buy |
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|
2019
Q1 | $101K | Sell |
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|
2018
Q4 | $114K | Buy |
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|
2018
Q3 | $123K | Sell |
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|
2018
Q2 | $120K | Buy |
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|
2018
Q1 | $117K | Hold |
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|
2017
Q4 | $114K | Hold |
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|
2017
Q3 | $102K | Buy |
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