Laffer Tengler Investments’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
Q2 | $15.2M | Sell |
|
|||||
|
2025
Q1 | $13.8M | Sell |
|
|||||
|
2024
Q4 | $14.6M | Buy |
|
|||||
|
2024
Q3 | $11.3M | Sell |
|
|||||
|
2024
Q2 | $10.8M | Buy |
|
|||||
|
2024
Q1 | $9.94M | Buy |
|
|||||
|
2023
Q4 | $7.6M | Buy |
|
|||||
|
2023
Q3 | $6.13M | Buy |
|
|||||
|
2023
Q2 | $5.05M | Sell |
|
|||||
|
2023
Q1 | $4.53M | Buy |
|
|||||
|
2022
Q4 | $4.6M | Buy |
|
|||||
|
2022
Q3 | $3.03M | Buy |
|
|||||
|
2022
Q2 | $3.06M | Buy |
|
|||||
|
2022
Q1 | $3.58M | Buy |
|
|||||
|
2021
Q4 | $4.15M | Buy |
|
|||||
|
2021
Q3 | $4.24M | Buy |
|
|||||
|
2021
Q2 | $2.73M | Sell |
|
|||||
|
2021
Q1 | $3.19M | Sell |
|
|||||
|
2020
Q4 | $2.7M | Buy |
|
|||||
|
2020
Q3 | $1.99M | Buy |
|
|||||
|
2020
Q2 | $1.82M | Buy |
|
|||||
|
2020
Q1 | $1.34M | Buy |
|
|||||
|
2019
Q4 | $1.94M | Buy |
|
|||||
|
2019
Q3 | $813K | Sell |
|
|||||
|
2019
Q2 | $777K | Sell |
|
|||||
|
2019
Q1 | $6.69M | Sell |
|
|||||
|
2018
Q4 | $6.46M | Sell |
|
|||||
|
2018
Q3 | $7.48M | Sell |
|
|||||
|
2018
Q2 | $6.95M | Sell |
|
|||||
|
2018
Q1 | $7.36M | Sell |
|
|||||
|
2017
Q4 | $7.89M | Sell |
|
|||||
|
2017
Q3 | $7.25M | Sell |
|
|||||
|
2017
Q2 | $7.41M | Sell |
|
|||||
|
2017
Q1 | $7.12M | Sell |
|
|||||
|
2016
Q4 | $7.16M | Buy |
|
|||||
|
2016
Q3 | $5.46M | Buy |
|
|||||
|
2016
Q2 | $5.05M | Buy |
|
|||||
|
2016
Q1 | $2.11M | Buy |
|
|||||
|
2015
Q4 | – | Hold |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $3.86M | Sell |
|
|||||
|
2015
Q1 | $12.8M | Buy |
|