Mogy Joel R Investment Counsel’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 | $978K | Sell |
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|
2025
Q2 | $914K | Hold |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $951K | Hold |
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|
2024
Q3 | $836K | Sell |
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|
2024
Q2 | $903K | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $675K | Hold |
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|
2023
Q3 | $575K | Hold |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $540K | Hold |
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|
2022
Q4 | $555K | Hold |
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|
2022
Q3 | $433K | Hold |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $582K | Sell |
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|
2021
Q4 | $704K | Hold |
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|
2021
Q3 | $727K | Hold |
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|
2021
Q2 | $691K | Hold |
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|
2021
Q1 | $676K | Hold |
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|
2020
Q4 | $565K | Sell |
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|
2020
Q3 | $611K | Sell |
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|
2020
Q2 | $617K | Hold |
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|
2020
Q1 | $591K | Hold |
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|
2019
Q4 | $915K | Hold |
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|
2019
Q3 | $773K | Sell |
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|
2019
Q2 | $745K | Hold |
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|
2019
Q1 | $675K | Hold |
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|
2018
Q4 | $651K | Sell |
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|
2018
Q3 | $796K | Buy |
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|
2018
Q2 | $694K | Buy |
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|
2018
Q1 | $698K | Hold |
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|
2017
Q4 | $678K | Hold |
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|
2017
Q3 | $606K | Hold |
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|
2017
Q2 | $580K | Hold |
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|
2017
Q1 | $557K | Hold |
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|
2016
Q4 | $547K | Hold |
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|
2016
Q3 | $422K | Hold |
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|
2016
Q2 | $394K | Hold |
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|
2016
Q1 | $376K | Buy |
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|
2015
Q4 | $419 | Sell |
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|
2015
Q3 | $387K | Sell |
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|
2015
Q2 | $457K | Sell |
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|
2015
Q1 | $416K | Hold |
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|
2014
Q4 | $430K | Sell |
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|
2014
Q3 | $421K | Sell |
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|
2014
Q2 | $584K | Hold |
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|
2014
Q1 | $616K | Buy |
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|
2013
Q4 | $586K | Hold |
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|
2013
Q3 | $518K | Hold |
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|
2013
Q2 | $529K | Buy |
|