Schnieders Capital 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
Q2 | $17.6M | Buy |
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|
2025
Q1 | $14.8M | Sell |
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|
2024
Q4 | $14.9M | Sell |
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|
2024
Q3 | $14.1M | Sell |
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|
2024
Q2 | $14.3M | Sell |
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|
2024
Q1 | $15.3M | Sell |
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|
2023
Q4 | $13.1M | Sell |
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|
2023
Q3 | $12.3M | Sell |
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|
2023
Q2 | $12.6M | Sell |
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|
2023
Q1 | $11.4M | Buy |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $8.61M | Buy |
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|
2022
Q2 | $7.23M | Sell |
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|
2022
Q1 | $9.18M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $10.7M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $8.99M | Buy |
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|
2020
Q4 | $7.33M | Buy |
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|
2020
Q3 | $5.25M | Buy |
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|
2020
Q2 | $5.01M | Buy |
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|
2020
Q1 | $4.79M | Sell |
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|
2019
Q4 | $7.92M | Buy |
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|
2019
Q3 | $6.6M | Sell |
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|
2019
Q2 | $6.37M | Buy |
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|
2019
Q1 | $5.44M | Sell |
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|
2018
Q4 | $5.35M | Sell |
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|
2018
Q3 | $6.49M | Sell |
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|
2018
Q2 | $6.22M | Buy |
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|
2018
Q1 | $6.55M | Buy |
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|
2017
Q4 | $6.1M | Buy |
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|
2017
Q3 | $5.32M | Buy |
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|
2017
Q2 | $5.03M | Buy |
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|
2017
Q1 | $4.7M | Buy |
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|
2016
Q4 | $4.34M | Buy |
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|
2016
Q3 | $2.97M | Buy |
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|
2016
Q2 | $2.67M | Sell |
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|
2016
Q1 | $2.56M | Sell |
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|
2015
Q4 | $3M | Sell |
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|
2015
Q3 | $2.84M | Sell |
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|
2015
Q2 | $3.59M | Buy |
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|
2015
Q1 | $2.22M | Buy |
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|
2014
Q4 | $1.81M | Buy |
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|
2014
Q3 | $989K | Buy |
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|
2014
Q2 | $677K | Buy |
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|
2014
Q1 | $704K | Buy |
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|
2013
Q4 | $632K | Buy |
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