SP 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
Q2 | $925K | Buy |
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|
2025
Q1 | $769K | Buy |
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|
2024
Q4 | $747K | Buy |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $626K | Buy |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $344K | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $221K | Sell |
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|
2020
Q2 | $268K | Buy |
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|
2020
Q1 | $235K | Buy |
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|
2019
Q4 | $259K | Buy |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q2 | $209K | Buy |
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