Manchester Financial’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 | $1.78M | Buy |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $746K | Buy |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $379K | Sell |
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|
2021
Q2 | $390K | Buy |
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|
2021
Q1 | $354K | Buy |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $194K | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | $188K | Sell |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $297K | Buy |
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|
2019
Q2 | $282K | Hold |
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|
2019
Q1 | $255K | Buy |
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|
2018
Q4 | $242K | Buy |
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