Pettee Investors’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 | $13.7M | Sell |
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|
2025
Q2 | $13.2M | Hold |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $14.8M | Sell |
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|
2024
Q3 | $13M | Hold |
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|
2024
Q2 | $12.5M | Sell |
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|
2024
Q1 | $12.5M | Sell |
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|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $10.3M | Sell |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $9.17M | Sell |
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|
2022
Q4 | $9.46M | Hold |
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|
2022
Q3 | $7.38M | Sell |
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|
2022
Q2 | $8.33M | Buy |
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|
2022
Q1 | $10.1M | Hold |
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|
2021
Q4 | $11.7M | Sell |
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|
2021
Q3 | $12.2M | Buy |
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|
2021
Q2 | $11.6M | Sell |
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|
2021
Q1 | $11.5M | Sell |
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|
2020
Q4 | $9.6M | Sell |
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|
2020
Q3 | $7.28M | Sell |
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|
2020
Q2 | $7.15M | Buy |
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|
2020
Q1 | $6.82M | Sell |
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|
2019
Q4 | $10.6M | Sell |
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|
2019
Q3 | $8.94M | Sell |
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|
2019
Q2 | $8.59M | Sell |
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|
2019
Q1 | $8.55M | Buy |
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|
2018
Q4 | $8.2M | Sell |
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|
2018
Q3 | $11M | Sell |
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|
2018
Q2 | $10.3M | Sell |
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|
2018
Q1 | $10.9M | Sell |
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|
2017
Q4 | $10.6M | Sell |
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|
2017
Q3 | $9.46M | Buy |
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|
2017
Q2 | $8.96M | Hold |
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|
2017
Q1 | $8.61M | Hold |
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|
2016
Q4 | $8.46M | Sell |
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|
2016
Q3 | $6.58M | Buy |
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|
2016
Q2 | $6.13M | Hold |
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|
2016
Q1 | $5.84M | Sell |
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|
2015
Q4 | $6.86M | Hold |
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|
2015
Q3 | $6.33M | Sell |
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|
2015
Q2 | $7.04M | Buy |
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|
2015
Q1 | $6.27M | Hold |
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|
2014
Q4 | $6.48M | Hold |
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|
2014
Q3 | $6.24M | Sell |
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|
2014
Q2 | $6.27M | Hold |
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|
2014
Q1 | $6.61M | Sell |
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|
2013
Q4 | $6.37M | Buy |
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