McDaniel Terry & 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 | $1.44M | Sell |
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|
2025
Q2 | $1.67M | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.49M | Hold |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $962K | Sell |
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|
2023
Q3 | $859K | Buy |
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|
2023
Q2 | $854K | Sell |
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|
2023
Q1 | $843K | Sell |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $856K | Buy |
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|
2022
Q2 | $829K | Buy |
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|
2022
Q1 | $803K | Sell |
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|
2021
Q4 | $984K | Buy |
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|
2021
Q3 | $789K | Hold |
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|
2021
Q2 | $750K | Hold |
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|
2021
Q1 | $734K | Hold |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $462K | Hold |
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|
2020
Q2 | $451K | Hold |
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|
2020
Q1 | $432K | Hold |
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|
2019
Q4 | $669K | Hold |
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|
2019
Q3 | $565K | Buy |
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|
2019
Q2 | $232K | Sell |
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|
2019
Q1 | $249K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $293K | Buy |
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