Sharkey, Howes & Javer’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 | $563K | Buy |
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|
2025
Q2 | $508K | Sell |
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|
2025
Q1 | $460K | Sell |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $413K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $51K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $45K | Hold |
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|
2018
Q3 | $52K | Hold |
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|
2018
Q2 | $48K | Hold |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $49K | Hold |
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|
2017
Q3 | $45K | Hold |
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|
2017
Q2 | $42K | Sell |
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|
2017
Q1 | $42K | Buy |
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|
2016
Q4 | $22K | Hold |
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|
2016
Q3 | $17K | Hold |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $17K | Hold |
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|
2015
Q3 | $16K | Buy |
|