Monte Financial Group’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 | $2.7M | Sell |
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|
2025
Q2 | $2.5M | Buy |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $1.97M | Hold |
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|
2024
Q3 | $1.73M | Hold |
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|
2024
Q2 | $1.66M | Hold |
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|
2024
Q1 | $1.64M | Hold |
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|
2023
Q4 | $1.39M | Hold |
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|
2023
Q3 | $1.19M | Hold |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.32M | Hold |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.14M | Hold |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.88M | Hold |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $2.37M | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $1.51M | Sell |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.59M | Hold |
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|
2019
Q4 | $2.47M | Hold |
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|
2019
Q3 | $2.08M | Sell |
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|
2019
Q2 | $1.99M | Buy |
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|
2019
Q1 | $1.77M | Sell |
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|
2018
Q4 | $1.73M | Sell |
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|
2018
Q3 | $2.01M | Sell |
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|
2018
Q2 | $2.07M | Sell |
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|
2018
Q1 | $2.5M | Sell |
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|
2017
Q4 | $2.45M | Buy |
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