Sicart Associates’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 | $370K | Sell |
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|
2025
Q2 | $402K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $332K | Hold |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $482K | Buy |
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