R.M. Sincerbeaux Capital Management’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 | $9.42M | Sell |
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|
2025
Q2 | $8.69M | Hold |
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|
2025
Q1 | $7.35M | Hold |
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|
2024
Q4 | $7.18M | Sell |
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|
2024
Q3 | $6.53M | Hold |
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|
2024
Q2 | $6.26M | Hold |
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|
2024
Q1 | $6.2M | Hold |
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|
2023
Q4 | $5.27M | Sell |
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|
2023
Q3 | $4.64M | Sell |
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|
2023
Q2 | $5.22M | Sell |
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|
2023
Q1 | $4.94M | Hold |
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|
2022
Q4 | $5.08M | Hold |
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|
2022
Q3 | $3.96M | Hold |
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|
2022
Q2 | $4.27M | Hold |
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|
2022
Q1 | $5.17M | Hold |
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|
2021
Q4 | $6M | Hold |
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|
2021
Q3 | $6.2M | Hold |
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|
2021
Q2 | $5.89M | Hold |
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|
2021
Q1 | $5.77M | Hold |
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|
2020
Q4 | $4.82M | Hold |
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|
2020
Q3 | $3.65M | Hold |
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|
2020
Q2 | $3.56M | Hold |
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|
2020
Q1 | $3.41M | Sell |
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|
2019
Q4 | $5.32M | Sell |
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|
2019
Q3 | $4.68M | Buy |
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|
2019
Q2 | $4.34M | Sell |
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|
2019
Q1 | $4.03M | Hold |
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|
2018
Q4 | $3.88M | Hold |
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|
2018
Q3 | $4.49M | Hold |
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|
2018
Q2 | $4.14M | Buy |
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|
2018
Q1 | $4.35M | Hold |
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|
2017
Q4 | $4.23M | Hold |
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|
2017
Q3 | $3.78M | Sell |
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|
2017
Q2 | $3.94M | Hold |
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|
2017
Q1 | $3.78M | Sell |
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|
2016
Q4 | $3.83M | Hold |
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|
2016
Q3 | $2.95M | Hold |
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|
2016
Q2 | $2.76M | Hold |
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|
2016
Q1 | $2.63M | Hold |
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|
2015
Q4 | $2.93M | Hold |
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|
2015
Q3 | $2.71M | Sell |
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|
2015
Q2 | $3.09M | Hold |
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|
2015
Q1 | $2.76M | Sell |
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|
2014
Q4 | $2.88M | Buy |
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|
2014
Q3 | $2.7M | Sell |
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|
2014
Q2 | $2.65M | Hold |
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|
2014
Q1 | $2.79M | Hold |
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|
2013
Q4 | $2.69M | Buy |
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