M. Kraus & Co’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 | $2.78M | Buy |
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|
2025
Q2 | $2.49M | Hold |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $1.85M | Hold |
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.4M | Hold |
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|
2023
Q3 | $1.2M | Hold |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $786K | Buy |
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|
2022
Q2 | $838K | Hold |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $883K | Sell |
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|
2020
Q3 | $695K | Buy |
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|
2020
Q2 | $674K | Buy |
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|
2020
Q1 | $578K | Sell |
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|
2019
Q4 | $898K | Sell |
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|
2019
Q3 | $765K | Buy |
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|
2019
Q2 | $705K | Buy |
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|
2019
Q1 | $581K | Hold |
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|
2018
Q4 | $560K | Buy |
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|
2018
Q3 | $515K | Buy |
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|
2018
Q2 | $424K | Sell |
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|
2018
Q1 | $450K | Hold |
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|
2017
Q4 | $437K | Hold |
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|
2017
Q3 | $391K | Sell |
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|
2017
Q2 | $396K | Buy |
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|
2017
Q1 | $380K | Sell |
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|
2016
Q4 | $392K | Buy |
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|
2016
Q3 | $243K | Buy |
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|
2016
Q2 | $226K | Hold |
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|
2016
Q1 | $215K | Hold |
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|
2015
Q4 | $240K | Hold |
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|
2015
Q3 | $222K | Hold |
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|
2015
Q2 | $247K | Hold |
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|
2015
Q1 | $220K | Sell |
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|
2014
Q4 | $234K | Sell |
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|
2014
Q3 | $227K | Sell |
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|
2014
Q2 | $228K | Hold |
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|
2014
Q1 | $241K | Hold |
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|
2013
Q4 | $232K | Buy |
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