Sloy Dahl & Holst’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 | $798K | Sell |
|
|||||
|
2025
Q2 | $743K | Sell |
|
|||||
|
2025
Q1 | $642K | Hold |
|
|||||
|
2024
Q4 | $628K | Buy |
|
|||||
|
2024
Q3 | $548K | Buy |
|
|||||
|
2024
Q2 | $519K | Hold |
|
|||||
|
2024
Q1 | $514K | Hold |
|
|||||
|
2023
Q4 | $436K | Sell |
|
|||||
|
2023
Q3 | $375K | Hold |
|
|||||
|
2023
Q2 | $376K | Hold |
|
|||||
|
2023
Q1 | $337K | Hold |
|
|||||
|
2022
Q4 | $346K | Sell |
|
|||||
|
2022
Q3 | $311K | Hold |
|
|||||
|
2022
Q2 | $336K | Hold |
|
|||||
|
2022
Q1 | $406K | Sell |
|
|||||
|
2021
Q4 | $577K | Hold |
|
|||||
|
2021
Q3 | $577K | Buy |
|
|||||
|
2021
Q2 | $486K | Sell |
|
|||||
|
2021
Q1 | $582K | Buy |
|