Patriot Investment Management Group’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 | $1.95M | Sell |
|
|||||
|
2025
Q2 | $1.8M | Buy |
|
|||||
|
2025
Q1 | $1.41M | Hold |
|
|||||
|
2024
Q4 | $1.38M | Buy |
|
|||||
|
2024
Q3 | $1.19M | Buy |
|
|||||
|
2024
Q2 | $1.14M | Buy |
|
|||||
|
2024
Q1 | $1.12M | Sell |
|
|||||
|
2023
Q4 | $953K | Sell |
|
|||||
|
2023
Q3 | $1.64M | Sell |
|
|||||
|
2023
Q2 | $1.65M | Buy |
|
|||||
|
2023
Q1 | $1.47M | Buy |
|
|||||
|
2022
Q4 | $1.58M | Buy |
|
|||||
|
2022
Q3 | $1.16M | Buy |
|
|||||
|
2022
Q2 | $1.24M | Sell |
|
|||||
|
2022
Q1 | $1.52M | Buy |
|
|||||
|
2021
Q4 | $885K | Sell |
|
|||||
|
2021
Q3 | $963K | Sell |
|
|||||
|
2021
Q2 | $1M | Buy |
|
|||||
|
2021
Q1 | $946K | Buy |
|
|||||
|
2020
Q4 | $496K | Sell |
|
|||||
|
2020
Q3 | $620K | Sell |
|
|||||
|
2020
Q2 | $623K | Sell |
|
|||||
|
2020
Q1 | $623K | Sell |
|
|||||
|
2019
Q4 | $968K | Buy |
|
|||||
|
2019
Q3 | $784K | Sell |
|
|||||
|
2019
Q2 | $795K | Buy |
|
|||||
|
2019
Q1 | $669K | Buy |
|