Penn Davis McFarland’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 | $748K | Hold |
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|
2025
Q1 | $633K | Hold |
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|
2024
Q4 | $618K | Buy |
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|
2024
Q3 | $500K | Hold |
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|
2024
Q2 | $480K | Hold |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $404K | Buy |
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|
2023
Q3 | $341K | Hold |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $524K | Hold |
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|
2021
Q3 | $542K | Buy |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Buy |
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