Portland Global Advisors’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 | $1.66M | Buy |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $951K | Buy |
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|
2024
Q4 | $896K | Buy |
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|
2024
Q3 | $785K | Hold |
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|
2024
Q2 | $753K | Hold |
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|
2024
Q1 | $746K | Sell |
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|
2023
Q4 | $688K | Buy |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $549K | Sell |
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|
2022
Q4 | $747K | Hold |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $776K | Hold |
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|
2021
Q4 | $902K | Hold |
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|
2021
Q3 | $932K | Buy |
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|
2021
Q2 | $857K | Buy |
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|
2021
Q1 | $781K | Hold |
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|
2020
Q4 | $652K | Sell |
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|
2020
Q3 | $497K | Buy |
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|
2020
Q2 | $483K | Hold |
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|
2020
Q1 | $462K | Sell |
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|
2019
Q4 | $730K | Hold |
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|
2019
Q3 | $617K | Sell |
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|
2019
Q2 | $641K | Buy |
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|
2019
Q1 | $573K | Buy |
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|
2018
Q4 | $551K | Sell |
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|
2018
Q3 | $741K | Buy |
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|
2018
Q2 | $666K | Buy |
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|
2018
Q1 | $696K | Sell |
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|
2017
Q4 | $677K | Sell |
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|
2017
Q3 | $640K | Sell |
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|
2017
Q2 | $642K | Hold |
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|
2017
Q1 | $617K | Hold |
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|
2016
Q4 | $607K | Sell |
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|
2016
Q3 | $504K | Hold |
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|
2016
Q2 | $470K | Sell |
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|
2016
Q1 | $465K | Hold |
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|
2015
Q4 | $518K | Buy |
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|
2015
Q3 | $378K | Buy |
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|
2015
Q2 | $263K | Sell |
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|
2015
Q1 | $381K | Hold |
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|
2014
Q4 | $393K | Buy |
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|
2014
Q3 | $303K | Hold |
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|
2014
Q2 | $290K | Sell |
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|
2014
Q1 | $324K | Buy |
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