Nichols & Pratt Advisers’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 | $6.61M | Buy |
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|
2025
Q1 | $5.44M | Sell |
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|
2024
Q4 | $5.38M | Buy |
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|
2024
Q3 | $4.72M | Buy |
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|
2024
Q2 | $4.52M | Sell |
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|
2024
Q1 | $4.75M | Buy |
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|
2023
Q4 | $4.04M | Sell |
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|
2023
Q3 | $3.47M | Buy |
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|
2023
Q2 | $3.46M | Buy |
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|
2023
Q1 | $3.02M | Sell |
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|
2022
Q4 | $3.15M | Sell |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $2.61M | Hold |
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|
2022
Q1 | $3.15M | Hold |
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|
2021
Q4 | $3.66M | Buy |
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|
2021
Q3 | $3.86M | Hold |
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|
2021
Q2 | $3.59M | Buy |
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|
2021
Q1 | $3.41M | Sell |
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|
2020
Q4 | $2.85M | Sell |
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|
2020
Q3 | $2.19M | Sell |
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|
2020
Q2 | $2.18M | Sell |
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|
2020
Q1 | $2.09M | Buy |
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|
2019
Q4 | $3.13M | Sell |
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|
2019
Q3 | $3.06M | Hold |
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|
2019
Q2 | $2.9M | Buy |
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|
2019
Q1 | $2.6M | Buy |
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|
2018
Q4 | $2.5M | Buy |
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|
2018
Q3 | $2.75M | Sell |
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|
2018
Q2 | $2.7M | Sell |
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|
2018
Q1 | $2.86M | Sell |
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|
2017
Q4 | $2.81M | Sell |
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|
2017
Q3 | $2.56M | Hold |
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|
2017
Q2 | $2.45M | Hold |
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|
2017
Q1 | $2.36M | Sell |
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|
2016
Q4 | $2.34M | Hold |
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|
2016
Q3 | $1.81M | Hold |
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|
2016
Q2 | $1.69M | Hold |
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|
2016
Q1 | $1.61M | Buy |
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|
2015
Q4 | $1.78M | Hold |
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|
2015
Q3 | $1.64M | Hold |
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|
2015
Q2 | $1.83M | Hold |
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|
2015
Q1 | $1.63M | Sell |
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|
2014
Q4 | $1.73M | Buy |
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|
2014
Q3 | $1.66M | Sell |
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|
2014
Q2 | $1.61M | Sell |
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|
2014
Q1 | $1.85M | Buy |
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|
2013
Q4 | $1.77M | Sell |
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|
2013
Q3 | $1.62M | Sell |
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|
2013
Q2 | $2.01M | Buy |
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