Shelter Mutual Insurance’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 | $9.15M | Hold |
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|
2025
Q2 | $8.41M | Hold |
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|
2025
Q1 | $7.11M | Hold |
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|
2024
Q4 | $6.95M | Hold |
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|
2024
Q3 | $6.86M | Hold |
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|
2024
Q2 | $5.87M | Hold |
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|
2024
Q1 | $5.81M | Hold |
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|
2023
Q4 | $4.93M | Hold |
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|
2023
Q3 | $4.21M | Hold |
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|
2023
Q2 | $4.22M | Hold |
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|
2023
Q1 | $3.78M | Hold |
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|
2022
Q4 | $3.89M | Hold |
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|
2022
Q3 | $3.03M | Hold |
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|
2022
Q2 | $3.27M | Hold |
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|
2022
Q1 | $3.95M | Hold |
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|
2021
Q4 | $4.59M | Hold |
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|
2021
Q3 | $4.75M | Hold |
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|
2021
Q2 | $4.51M | Hold |
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|
2021
Q1 | $4.42M | Hold |
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|
2020
Q4 | $3.69M | Buy |
|