Objective Capital 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 | $825K | Sell |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $978K | Buy |
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|
2022
Q4 | $971K | Buy |
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|
2022
Q3 | $749K | Buy |
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|
2022
Q2 | $804K | Buy |
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|
2022
Q1 | $969K | Sell |
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|
2021
Q4 | $1.15M | Buy |
|