Morse 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
Q2 | $770K | Buy |
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|
2025
Q1 | $630K | Buy |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $446K | Sell |
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|
2020
Q1 | $590K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $1M | Buy |
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|
2019
Q2 | $646K | Buy |
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|
2019
Q1 | $577K | Sell |
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|
2018
Q4 | $581K | Sell |
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|
2018
Q3 | $875K | Sell |
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|
2018
Q2 | $811K | Buy |
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|
2018
Q1 | $806K | Buy |
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|
2017
Q4 | $582K | Buy |
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|
2017
Q3 | $425K | Buy |
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|
2017
Q2 | $365K | Buy |
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|
2017
Q1 | $320K | Buy |
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