Southeast Asset Advisors’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 | $2.18M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $985K | Sell |
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|
2024
Q2 | $946K | Buy |
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|
2024
Q1 | $937K | Buy |
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|
2023
Q4 | $795K | Sell |
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|
2023
Q3 | $718K | Buy |
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|
2023
Q2 | $670K | Buy |
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|
2023
Q1 | $599K | Buy |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $689K | Sell |
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|
2021
Q4 | $802K | Buy |
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|
2021
Q3 | $795K | Buy |
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|
2021
Q2 | $700K | Buy |
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|
2021
Q1 | $575K | Sell |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $324K | Sell |
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|
2020
Q2 | $392K | Buy |
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|
2020
Q1 | $314K | Buy |
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|
2019
Q4 | $411K | Buy |
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|
2019
Q3 | $329K | Buy |
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|
2019
Q2 | $289K | Buy |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q3 | $241K | Hold |
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|
2018
Q2 | $222K | Hold |
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|
2018
Q1 | $235K | Hold |
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|
2017
Q4 | $228K | Hold |
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|
2017
Q3 | $204K | Buy |
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