Segment Wealth 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
Q3 | $6.1M | Buy |
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|
2025
Q2 | $5.6M | Buy |
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|
2025
Q1 | $4.69M | Buy |
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|
2024
Q4 | $3.72M | Buy |
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|
2024
Q3 | $3.24M | Hold |
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|
2024
Q2 | $3.11M | Sell |
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|
2024
Q1 | $3.1M | Buy |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $1.96M | Buy |
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|
2023
Q2 | $1.93M | Sell |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $11.2M | Buy |
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|
2022
Q3 | $8.65M | Buy |
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|
2022
Q2 | $8.53M | Buy |
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|
2022
Q1 | $9.83M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $10.4M | Buy |
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|
2021
Q2 | $9.9M | Buy |
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|
2021
Q1 | $9.43M | Buy |
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|
2020
Q4 | $7.75M | Sell |
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|
2020
Q3 | $6.03M | Buy |
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|
2020
Q2 | $5.63M | Buy |
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|
2020
Q1 | $5.32M | Buy |
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|
2019
Q4 | $8.18M | Buy |
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|
2019
Q3 | $6.45M | Buy |
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|
2019
Q2 | $6.02M | Buy |
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|
2019
Q1 | $5.34M | Buy |
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|
2018
Q4 | $4.96M | Sell |
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|
2018
Q3 | $5.76M | Buy |
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|
2018
Q2 | $5.21M | Buy |
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|
2018
Q1 | $5.48M | Sell |
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|
2017
Q4 | $5.35M | Buy |
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|
2017
Q3 | $4.72M | Buy |
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|
2017
Q2 | $4.43M | Buy |
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|
2017
Q1 | $3.67M | Buy |
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|
2016
Q4 | $1M | Buy |
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|
2016
Q3 | $734K | Hold |
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|
2016
Q2 | $686K | Buy |
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|
2016
Q1 | $643K | Hold |
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|
2015
Q4 | $718K | Hold |
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|
2015
Q3 | $663K | Sell |
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|
2015
Q2 | $736K | Hold |
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|
2015
Q1 | $659K | Buy |
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|
2014
Q4 | $310K | Sell |
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|
2014
Q3 | $314K | Sell |
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|
2014
Q2 | $319K | Buy |
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|
2014
Q1 | $316K | Buy |
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|
2013
Q4 | $286K | Buy |
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|
2013
Q3 | $251K | Sell |
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|
2013
Q2 | $273K | Buy |
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