Pacific Center for Financial Services’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 | $975K | Buy |
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2025
Q1 | $823K | Buy |
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2024
Q4 | $803K | Buy |
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2024
Q3 | $706K | Buy |
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2024
Q2 | $668K | Buy |
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2024
Q1 | $661K | Buy |
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2023
Q4 | $557K | Buy |
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2023
Q3 | $475K | Sell |
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2023
Q2 | $574K | Buy |
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2023
Q1 | $514K | Buy |
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2022
Q3 | $430K | Sell |
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2022
Q2 | $464K | Buy |
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2022
Q1 | $561K | Buy |
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2021
Q4 | $651K | Buy |
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2021
Q3 | $651K | Buy |
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2021
Q2 | $616K | Buy |
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2021
Q1 | $600K | Buy |
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2020
Q4 | $483K | Buy |
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2020
Q3 | $299K | Buy |
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2020
Q2 | $289K | Buy |
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2020
Q1 | $151K | Buy |
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2019
Q4 | $160K | Sell |
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2019
Q3 | $153K | Hold |
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2019
Q2 | $145K | Hold |
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2019
Q1 | $132K | Sell |
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2018
Q4 | $150K | Sell |
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2018
Q3 | $180K | Buy |
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2018
Q2 | $136K | Hold |
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2018
Q1 | $143K | Hold |
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2017
Q4 | $139K | Sell |
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2017
Q3 | $134K | Hold |
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2017
Q2 | $128K | Hold |
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2017
Q1 | $123K | Buy |
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2016
Q4 | $106K | Buy |
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