Roberts, Glore & 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 | $1.22M | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $907K | Sell |
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|
2024
Q2 | $878K | Sell |
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|
2024
Q1 | $934K | Sell |
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|
2023
Q4 | $907K | Sell |
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|
2023
Q3 | $777K | Sell |
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|
2023
Q2 | $812K | Sell |
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|
2023
Q1 | $748K | Buy |
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|
2022
Q4 | $760K | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $537K | Hold |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $450K | Hold |
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|
2021
Q1 | $440K | Hold |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q3 | $269K | Buy |
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