SJS Investment Consulting’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 | $577K | Sell |
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|
2025
Q1 | $533K | Buy |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $529K | Hold |
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|
2024
Q1 | $524K | Buy |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $357K | Buy |
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