Longfellow Investment Management’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 | $1.39M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.95M | Sell |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $2.47M | Hold |
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|
2022
Q3 | $1.93M | Hold |
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|
2022
Q2 | $2.08M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.61M | Hold |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $2.31M | Sell |
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|
2020
Q4 | $2.22M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $162K | Hold |
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|
2014
Q2 | $156K | Hold |
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|
2014
Q1 | $165K | Hold |
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|
2013
Q4 | $157K | Hold |
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|
2013
Q3 | $140K | Buy |
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|
2013
Q2 | $106K | Buy |
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