Richard P. Slaughter Associates’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
$2.37M Sell
2025
Q2
$3.87M Sell
2025
Q1
$3.54M Sell
2024
Q4
$5.25M Sell
2024
Q3
$4.76M Sell
2024
Q2
$4.65M Sell
2024
Q1
$4.68M Sell
2023
Q4
$4.49M Buy
2023
Q3
$1.54M Buy
2023
Q2
$1.47M Buy
2023
Q1
$1.29M Buy
2022
Q4
$1.32M Sell
2022
Q3
$1.06M Buy
2022
Q2
$995K Buy
2022
Q1
$1.12M Buy
2021
Q4
$1.22M Sell
2021
Q3
$1.28M Buy
2021
Q2
$1.11M Buy
2021
Q1
$1.06M Sell
2020
Q4
$1.26M Buy
2020
Q3
$934K Sell
2020
Q2
$975K Buy
2020
Q1
$925K Buy
2019
Q4
$1.3M Buy