Portland 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
Q2 | $870K | Sell |
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|
2025
Q1 | $1.53M | Hold |
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|
2024
Q4 | $1.5M | Hold |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $16.7K | Hold |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $969K | Hold |
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|
2023
Q2 | $972K | Sell |
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|
2023
Q1 | $884K | Hold |
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|
2022
Q4 | $909K | Hold |
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|
2022
Q3 | $709K | Hold |
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|
2022
Q2 | $763K | Hold |
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|
2022
Q1 | $924K | Buy |
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|
2021
Q4 | $1.07M | Hold |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $1.03M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $353K | Sell |
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|
2019
Q2 | $447K | Sell |
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|
2019
Q1 | $412K | Sell |
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|
2018
Q4 | $417K | Sell |
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|
2018
Q3 | $485K | Sell |
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|
2018
Q2 | $812K | Sell |
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|
2018
Q1 | $912K | Sell |
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|
2017
Q4 | $1.1M | Buy |
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|
2016
Q3 | $5.07M | Buy |
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|
2016
Q2 | $4.35M | Buy |
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|
2016
Q1 | $1.37M | Buy |
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|
2015
Q4 | $1.49M | Hold |
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|
2015
Q3 | $1.38M | Sell |
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|
2015
Q2 | $5.11M | Sell |
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|
2015
Q1 | $6.4M | Buy |
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|
2014
Q4 | $5.55M | Sell |
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|
2014
Q3 | $5.31M | Sell |
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|
2014
Q2 | $5.55M | Buy |
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|
2013
Q3 | $7.07M | Sell |
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|
2013
Q2 | $7.54M | Buy |
|