Sky Investment Group’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 | $3.21M | Hold |
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|
2025
Q2 | $2.95M | Buy |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $2.33M | Buy |
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|
2024
Q3 | $2.05M | Sell |
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|
2024
Q2 | $1.98M | Buy |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $859K | Buy |
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|
2020
Q3 | $630K | Buy |
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|
2020
Q2 | $416K | Buy |
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|
2020
Q1 | $305K | Buy |
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|
2019
Q4 | $422K | Buy |
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|
2019
Q3 | $355K | Buy |
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|
2019
Q2 | $335K | Buy |
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|
2019
Q1 | $283K | Buy |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | $274K | Buy |
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|
2018
Q2 | $237K | Hold |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $243K | Sell |
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|
2017
Q3 | $222K | Sell |
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|
2017
Q2 | $214K | Hold |
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|
2017
Q1 | $206K | Sell |
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|
2016
Q4 | $209K | Sell |
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|
2016
Q3 | $223K | Hold |
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|
2016
Q2 | $209K | Sell |
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|
2016
Q1 | $243K | Sell |
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|
2015
Q4 | $320K | Hold |
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|
2015
Q3 | $295K | Hold |
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|
2015
Q2 | $328K | Hold |
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|
2015
Q1 | $294K | Buy |
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|
2014
Q4 | $298K | Sell |
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|
2014
Q3 | $290K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $292K | Hold |
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|
2013
Q4 | $281K | Buy |
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