Piedmont Capital Management (Montana)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $698K | Hold |
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|
2025
Q4 | $759K | Buy |
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|
2025
Q3 | $725K | Hold |
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|
2025
Q2 | $675K | Sell |
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|
2025
Q1 | $518K | Sell |
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|
2024
Q4 | $577K | Hold |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $521K | Hold |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $534K | Sell |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $442K | Sell |
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|
2021
Q2 | $448K | Sell |
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|
2021
Q1 | $506K | Buy |
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|
2020
Q4 | $398K | Buy |
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