McBroom & Associates’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 | $8.85M | Hold |
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|
2025
Q1 | $8.85M | Sell |
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|
2024
Q4 | $8.77M | Buy |
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|
2024
Q3 | $7.68M | Buy |
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|
2024
Q2 | $7.24M | Buy |
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|
2024
Q1 | $6.93M | Sell |
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|
2023
Q4 | $5.95M | Sell |
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|
2023
Q3 | $5.14M | Buy |
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|
2023
Q2 | $4.82M | Buy |
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|
2023
Q1 | $4.1M | Buy |
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|
2022
Q4 | $3.86M | Sell |
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|
2022
Q3 | $3.05M | Sell |
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|
2022
Q2 | $3.4M | Sell |
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|
2022
Q1 | $4.15M | Sell |
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|
2021
Q4 | $4.97M | Buy |
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