Long Road Investment Counsel’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 | $1.16M | Hold |
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|
2025
Q4 | $1.27M | Buy |
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|
2025
Q3 | $1.08M | Hold |
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|
2025
Q2 | $995K | Hold |
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|
2025
Q1 | $842K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $304K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $283K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $212K | Sell |
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|
2018
Q1 | $410K | Hold |
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|
2017
Q4 | $399K | Hold |
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|
2017
Q3 | $356K | Hold |
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|
2017
Q2 | $341K | Sell |
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|
2017
Q1 | $389K | Hold |
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|
2016
Q4 | $382K | Sell |
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|
2016
Q3 | $322K | Hold |
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|
2016
Q2 | $300K | Hold |
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|
2016
Q1 | $286K | Hold |
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|
2015
Q4 | $319K | Hold |
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|
2015
Q3 | $295K | Sell |
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|
2015
Q2 | $380K | Hold |
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|
2015
Q1 | $340K | Hold |
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|
2014
Q4 | $351K | Buy |
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