Roanoke Asset 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
Q1 | $5.84M | Buy |
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|
2024
Q4 | $5.71M | Sell |
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|
2024
Q3 | $5.13M | Sell |
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|
2024
Q2 | $4.93M | Buy |
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|
2024
Q1 | $4.88M | Sell |
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|
2023
Q4 | $4.19M | Buy |
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|
2023
Q3 | $3.56M | Sell |
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|
2023
Q2 | $3.58M | Buy |
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|
2023
Q1 | $3.2M | Buy |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $2.71M | Sell |
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|
2022
Q2 | $2.97M | Buy |
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|
2022
Q1 | $3.52M | Buy |
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|
2021
Q4 | $3.81M | Sell |
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|
2021
Q3 | $3.97M | Buy |
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|
2021
Q2 | $3.74M | Buy |
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|
2021
Q1 | $3.03M | Sell |
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|
2020
Q4 | $2.53M | Sell |
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|
2020
Q3 | $1.93M | Hold |
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|
2020
Q2 | $1.89M | Sell |
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|
2020
Q1 | $1.95M | Buy |
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|
2019
Q4 | $3M | Sell |
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|
2019
Q3 | $2.98M | Sell |
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|
2019
Q2 | $2.94M | Sell |
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|
2019
Q1 | $2.69M | Hold |
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|
2018
Q4 | $2.59M | Sell |
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|
2018
Q3 | $3.02M | Hold |
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|
2018
Q2 | $2.79M | Sell |
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|
2018
Q1 | $3.06M | Sell |
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|
2017
Q4 | $3.02M | Sell |
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|
2017
Q3 | $2.91M | Sell |
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|
2017
Q2 | $2.94M | Sell |
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|
2017
Q1 | $2.92M | Sell |
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|
2016
Q4 | $3.37M | Sell |
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|
2016
Q3 | $2.69M | Sell |
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|
2016
Q2 | $2.51M | Sell |
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|
2016
Q1 | $2.4M | Sell |
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|
2015
Q4 | $2.79M | Sell |
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|
2015
Q3 | $2.88M | Hold |
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|
2015
Q2 | $3.19M | Buy |
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|
2015
Q1 | $2.78M | Buy |
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|
2014
Q4 | $2.86M | Buy |
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|
2014
Q3 | $2.5M | Sell |
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|
2014
Q2 | $2.57M | Buy |
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|
2014
Q1 | $2.45M | Buy |
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|
2013
Q4 | $2.33M | Hold |
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|
2013
Q3 | $2.15M | Buy |
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