Pine Haven Investment Counsel’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 | $1.2M | Sell |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $989K | Sell |
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|
2024
Q4 | $976K | Sell |
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|
2024
Q3 | $912K | Sell |
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|
2024
Q2 | $881K | Hold |
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|
2024
Q1 | $873K | Hold |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $672K | Sell |
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|
2023
Q2 | $729K | Buy |
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|
2023
Q1 | $431K | Hold |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $336K | Hold |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $508K | Buy |
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