Socorro Asset Management’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 | $8.92M | Sell |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $9.88M | Buy |
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|
2024
Q4 | $8.99M | Hold |
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|
2024
Q3 | $7.91M | Sell |
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|
2024
Q2 | $9.57M | Hold |
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|
2024
Q1 | $9.48M | Sell |
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|
2023
Q4 | $9.58M | Sell |
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|
2023
Q3 | $8.63M | Sell |
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|
2023
Q2 | $11.5M | Hold |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $11.4M | Sell |
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|
2022
Q3 | $9.85M | Sell |
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|
2022
Q2 | $12.1M | Sell |
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|
2022
Q1 | $16.4M | Buy |
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|
2021
Q4 | $16.1M | Hold |
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|
2021
Q3 | $16.6M | Buy |
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|
2021
Q2 | $13.5M | Buy |
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|
2021
Q1 | $9.81M | Sell |
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|
2020
Q4 | $9.04M | Buy |
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