S&CO Inc’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 | $7.05M | Sell |
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|
2025
Q1 | $5.99M | Sell |
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|
2024
Q4 | $5.93M | Sell |
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|
2024
Q3 | $5.22M | Sell |
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|
2024
Q2 | $5.06M | Hold |
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|
2024
Q1 | $5.01M | Hold |
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|
2023
Q4 | $4.25M | Hold |
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|
2023
Q3 | $3.63M | Buy |
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|
2023
Q2 | $3.61M | Hold |
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|
2023
Q1 | $3.23M | Hold |
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|
2022
Q4 | $3.33M | Hold |
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|
2022
Q3 | $2.59M | Hold |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $3.36M | Hold |
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|
2021
Q4 | $3.9M | Buy |
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|
2021
Q3 | $3.87M | Hold |
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|
2021
Q2 | $3.68M | Hold |
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|
2021
Q1 | $3.6M | Hold |
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|
2020
Q4 | $3.01M | Hold |
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|
2020
Q3 | $2.28M | Hold |
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|
2020
Q2 | $2.23M | Hold |
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|
2020
Q1 | $2.13M | Hold |
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|
2019
Q4 | $3.3M | Sell |
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|
2019
Q3 | $2.83M | Buy |
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|
2019
Q2 | $2.67M | Sell |
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|
2019
Q1 | $2.43M | Sell |
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|
2018
Q4 | $2.36M | Sell |
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|
2018
Q3 | $2.77M | Sell |
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|
2018
Q2 | $2.84M | Buy |
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|
2018
Q1 | $2.86M | Buy |
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|
2017
Q4 | $2.65M | Sell |
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|
2017
Q3 | $2.39M | Hold |
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|
2017
Q2 | $2.29M | Hold |
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|
2017
Q1 | $2.2M | Buy |
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|
2016
Q4 | $1.94M | Sell |
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|
2016
Q3 | $2.4M | Sell |
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|
2016
Q2 | $2.29M | Buy |
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|
2016
Q1 | $2.03M | Hold |
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|
2015
Q4 | $2.26M | Sell |
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|
2015
Q3 | $2.1M | Sell |
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|
2015
Q2 | $2.35M | Buy |
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|
2015
Q1 | $2.09M | Buy |
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|
2014
Q4 | $2.14M | Sell |
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|
2014
Q3 | $2.09M | Buy |
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|
2014
Q2 | $1.97M | Hold |
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|
2014
Q1 | $2.08M | Sell |
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|
2013
Q4 | $2.01M | Sell |
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|
2013
Q3 | $1.96M | Hold |
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|
2013
Q2 | $2M | Buy |
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