McLean 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 | $2.34M | Buy |
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|
2025
Q2 | $2.16M | Buy |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.8M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $919K | Buy |
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|
2023
Q2 | $915K | Buy |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $868K | Buy |
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|
2022
Q3 | $661K | Sell |
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|
2022
Q2 | $730K | Sell |
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|
2022
Q1 | $927K | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $844K | Buy |
|