Ramsay Stattman Vela & Price’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 | $2.86M | Hold |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $2.05M | Hold |
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|
2024
Q2 | $1.97M | Hold |
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|
2024
Q1 | $1.95M | Hold |
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|
2023
Q4 | $1.66M | Hold |
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|
2023
Q3 | $1.41M | Hold |
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|
2023
Q2 | $1.42M | Hold |
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|
2023
Q1 | $1.27M | Hold |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.07M | Hold |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $247K | Hold |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $243K | Sell |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $206K | Sell |
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|
2020
Q3 | $423K | Hold |
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|
2020
Q2 | $413K | Sell |
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|
2020
Q1 | $397K | Sell |
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|
2019
Q4 | $616K | Sell |
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|
2019
Q3 | $522K | Buy |
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|
2019
Q2 | $479K | Sell |
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|
2019
Q1 | $434K | Hold |
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|
2018
Q4 | $418K | Hold |
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|
2018
Q3 | $484K | Hold |
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|
2018
Q2 | $447K | Sell |
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|
2018
Q1 | $474K | Hold |
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|
2017
Q4 | $461K | Buy |
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|
2017
Q3 | $401K | Buy |
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|
2017
Q2 | $372K | Hold |
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|
2017
Q1 | $358K | Hold |
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|
2016
Q4 | $351K | Sell |
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|
2016
Q3 | $297K | Hold |
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|
2016
Q2 | $277K | Hold |
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|
2016
Q1 | $264K | Hold |
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|
2015
Q4 | $295K | Hold |
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|
2015
Q3 | $272K | Buy |
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|
2015
Q2 | $276K | Hold |
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|
2015
Q1 | $247K | Hold |
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|
2014
Q4 | $255K | Sell |
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|
2014
Q3 | $260K | Buy |
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|
2014
Q2 | $246K | Hold |
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|
2014
Q1 | $259K | Buy |
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|
2013
Q4 | $244K | Hold |
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|
2013
Q3 | $216K | Hold |
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|
2013
Q2 | $220K | Buy |
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