Reik & Co’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 | $2.67M | Buy |
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|
2025
Q1 | $670K | Hold |
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|
2024
Q4 | $655K | Hold |
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|
2024
Q3 | $576K | Hold |
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|
2024
Q2 | $553K | Hold |
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|
2024
Q1 | $547K | Hold |
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|
2023
Q4 | $465K | Hold |
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|
2023
Q3 | $396K | Hold |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $355K | Hold |
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|
2022
Q4 | $365K | Hold |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $431K | Hold |
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|
2021
Q3 | $446K | Hold |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $414K | Hold |
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|
2020
Q4 | $346K | Hold |
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|
2020
Q3 | $262K | Hold |
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|
2020
Q2 | $256K | Hold |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $379K | Hold |
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|
2019
Q3 | $320K | Hold |
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|
2019
Q2 | $304K | Hold |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $266K | Hold |
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|
2018
Q3 | $307K | Hold |
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|
2018
Q2 | $284K | Hold |
|
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|
2018
Q1 | $299K | Hold |
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|
2017
Q4 | $291K | Hold |
|
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|
2017
Q3 | $260K | Hold |
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|
2017
Q2 | $249K | Hold |
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|
2017
Q1 | $239K | Sell |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $839K | Hold |
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|
2016
Q2 | $783K | Hold |
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|
2016
Q1 | $746K | Buy |
|
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|
2015
Q4 | $700K | Hold |
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|
2015
Q3 | $646K | Hold |
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|
2015
Q2 | $718K | Hold |
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|
2015
Q1 | $642K | Hold |
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|
2014
Q4 | $663K | Hold |
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|
2014
Q3 | $639K | Hold |
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|
2014
Q2 | $611K | Buy |
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|
2014
Q1 | $607K | Hold |
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|
2013
Q4 | $585K | Buy |
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|
2013
Q3 | $497K | Buy |
|