Navellier & Associates’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 | $2.48M | Hold |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $1.95M | Hold |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $311K | Hold |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $248K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $244K | Buy |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $241K | Sell |
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|
2018
Q2 | $244K | Sell |
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|
2018
Q1 | $264K | Sell |
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|
2017
Q4 | $437K | Sell |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $422K | Sell |
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|
2016
Q4 | $1.39M | Sell |
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|
2016
Q3 | $1.14M | Sell |
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|
2016
Q2 | $1.08M | Buy |
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|
2016
Q1 | $1M | Buy |
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|
2015
Q4 | $371K | Buy |
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