Marquette Asset 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
Q3 | $200K | Buy |
|
|||||
|
2025
Q2 | $116K | Hold |
|
|||||
|
2025
Q1 | $98.1K | Hold |
|
|||||
|
2024
Q4 | $95.9K | Hold |
|
|||||
|
2024
Q3 | $84.3K | Hold |
|
|||||
|
2024
Q2 | $80.9K | Hold |
|
|||||
|
2024
Q1 | $80.1K | Hold |
|
|||||
|
2023
Q4 | $68K | Hold |
|
|||||
|
2023
Q3 | $58K | Hold |
|
|||||
|
2023
Q2 | $58.2K | Hold |
|
|||||
|
2023
Q1 | $52.1K | Hold |
|
|||||
|
2022
Q4 | $53.6K | Sell |
|
|||||
|
2022
Q3 | $128K | Sell |
|
|||||
|
2022
Q2 | $175K | Hold |
|
|||||
|
2022
Q1 | $212K | Hold |
|
|||||
|
2021
Q4 | $247K | Sell |
|
|||||
|
2021
Q3 | $259K | Buy |
|
|||||
|
2021
Q2 | $242K | Hold |
|
|||||
|
2021
Q1 | $237K | Hold |
|
|||||
|
2020
Q4 | $198K | Hold |
|
|||||
|
2020
Q3 | $150K | Hold |
|
|||||
|
2020
Q2 | $147K | Hold |
|
|||||
|
2020
Q1 | $140K | Buy |
|
|||||
|
2019
Q4 | $161K | Hold |
|
|||||
|
2019
Q3 | $136K | Buy |
|
|||||
|
2019
Q2 | $107K | Hold |
|
|||||
|
2019
Q1 | $97K | Buy |
|