Mark Sheptoff Financial Planning’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 | $266K | Sell |
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|
2025
Q2 | $284K | Buy |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $417K | Hold |
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|
2024
Q3 | $367K | Hold |
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|
2024
Q2 | $352K | Hold |
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|
2024
Q1 | $349K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $182K | Sell |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $183K | Buy |
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|
2020
Q3 | $139K | Buy |
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|
2020
Q2 | $79K | Sell |
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|
2020
Q1 | $85K | Sell |
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|
2019
Q4 | $347K | Buy |
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|
2019
Q3 | $87K | Sell |
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|
2019
Q2 | $333K | Buy |
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|
2019
Q1 | $240K | Buy |
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|
2018
Q4 | $228K | Buy |
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|
2018
Q3 | $263K | Buy |
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|
2018
Q2 | $191K | Buy |
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|
2018
Q1 | $201K | Buy |
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|
2017
Q4 | $163K | Hold |
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|
2017
Q3 | $146K | Hold |
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|
2017
Q2 | $140K | Sell |
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|
2017
Q1 | $134K | Buy |
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|
2016
Q4 | $132K | Hold |
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|
2016
Q3 | $102K | Buy |
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|
2016
Q2 | $83K | Buy |
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|
2016
Q1 | $75K | Sell |
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|
2015
Q4 | $100K | Sell |
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|
2015
Q3 | $122K | Buy |
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|
2015
Q2 | $109K | Buy |
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|
2015
Q1 | $98K | Buy |
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|
2014
Q4 | $69K | Buy |
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|
2014
Q3 | $60K | Hold |
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|
2014
Q2 | $58K | Hold |
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|
2014
Q1 | $61K | Buy |
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