Relative Value Partners Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.3M | Buy |
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|
2024
Q1 | $1.81M | Hold |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $927K | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $577K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $673K | Buy |
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|
2021
Q4 | $365K | Hold |
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|
2021
Q3 | $378K | Sell |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $410K | Hold |
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|
2020
Q4 | $342K | Buy |
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|
2020
Q3 | $232K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $430K | Sell |
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|
2017
Q1 | $518K | Hold |
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|
2016
Q4 | $502K | Hold |
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|
2016
Q3 | $387K | Buy |
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|
2016
Q2 | $308K | Hold |
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|
2016
Q1 | $330K | Hold |
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|
2015
Q4 | $330K | Hold |
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|
2015
Q3 | $305K | Hold |
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|
2015
Q2 | $339K | Buy |
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