Koss-Olinger Consulting’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $291K | Sell |
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|
2025
Q4 | $617K | Sell |
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|
2025
Q3 | $1.05M | Hold |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $916K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $737K | Buy |
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|
2024
Q2 | $680K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $627K | Buy |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $439K | Hold |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $517K | Buy |
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|
2021
Q3 | $442K | Hold |
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|
2021
Q2 | $420K | Sell |
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|
2021
Q1 | $506K | Buy |
|