Newman Dignan & Sheerar Inc’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 | $6.12M | Sell |
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|
2025
Q2 | $5.91M | Sell |
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|
2025
Q1 | $5.39M | Sell |
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|
2024
Q4 | $5.49M | Sell |
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|
2024
Q3 | $5.31M | Sell |
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|
2024
Q2 | $4.88M | Sell |
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|
2024
Q1 | $4.93M | Sell |
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|
2023
Q4 | $4.29M | Buy |
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|
2023
Q3 | $3.49M | Sell |
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|
2023
Q2 | $3.56M | Sell |
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|
2023
Q1 | $3.23M | Sell |
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|
2022
Q4 | $3.32M | Buy |
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|
2022
Q3 | $2.59K | Buy |
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|
2022
Q2 | $2.74M | Buy |
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|
2022
Q1 | $3.29K | Buy |
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|
2021
Q4 | $3.67M | Buy |
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|
2021
Q3 | $3.76M | Buy |
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|
2021
Q2 | $3.56M | Sell |
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|
2021
Q1 | $3.52M | Sell |
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|
2020
Q4 | $3.06K | Buy |
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|
2020
Q3 | $2.31M | Buy |
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|
2020
Q2 | $2.29M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.31K | Sell |
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|
2019
Q3 | $2.81M | Sell |
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|
2019
Q2 | $2.73K | Buy |
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|
2019
Q1 | $2.44M | Buy |
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|
2018
Q4 | $2.35K | Buy |
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|
2018
Q3 | $2.66M | Buy |
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|
2018
Q2 | $2.4K | Buy |
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|
2018
Q1 | $2.49M | Buy |
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|
2017
Q4 | $2.29M | Sell |
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|
2017
Q3 | $2.07M | Buy |
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|
2017
Q2 | $1.98M | Buy |
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|
2017
Q1 | $1.81K | Sell |
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|
2016
Q4 | $1.89M | Sell |
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|
2016
Q3 | $1.5M | Sell |
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|
2016
Q2 | $1.41M | Buy |
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|
2016
Q1 | $1.3M | Buy |
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|
2015
Q4 | $1.44M | Buy |
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|
2015
Q3 | $1.3M | Buy |
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|
2015
Q2 | $1.24M | Buy |
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|
2015
Q1 | $1.08M | Sell |
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|
2014
Q4 | $1.17K | Buy |
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|
2014
Q3 | $1.11M | Buy |
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|
2014
Q2 | $1.05K | Sell |
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|
2014
Q1 | $1.32M | Buy |
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|
2013
Q4 | $1.27K | Sell |
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|
2013
Q3 | $1.3M | Sell |
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|
2013
Q2 | $150 | Buy |
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