Steigerwald Gordon & Koch’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 | $36.5M | Sell |
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|
2025
Q1 | $31.1M | Sell |
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|
2024
Q4 | $31.1M | Sell |
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|
2024
Q3 | $28M | Buy |
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|
2024
Q2 | $26.5M | Buy |
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|
2024
Q1 | $26.1M | Buy |
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|
2023
Q4 | $22.1M | Buy |
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|
2023
Q3 | $18.7M | Buy |
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|
2023
Q2 | $18.7M | Buy |
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|
2023
Q1 | $16.6M | Buy |
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|
2022
Q4 | $16.9M | Buy |
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|
2022
Q3 | $12.9M | Buy |
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|
2022
Q2 | $13.3M | Buy |
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|
2022
Q1 | $15.8M | Buy |
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|
2021
Q4 | $18.3M | Buy |
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|
2021
Q3 | $18.7M | Sell |
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|
2021
Q2 | $17.8M | Buy |
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|
2021
Q1 | $17.1M | Buy |
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|
2020
Q4 | $14.2M | Buy |
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|
2020
Q3 | $10.5M | Buy |
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|
2020
Q2 | $9.88M | Buy |
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|
2020
Q1 | $9.23M | Sell |
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|
2019
Q4 | $15M | Buy |
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|
2019
Q3 | $12.7M | Sell |
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|
2019
Q2 | $12.1M | Sell |
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|
2019
Q1 | $11M | Buy |
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|
2018
Q4 | $10.6M | Buy |
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|
2018
Q3 | $12M | Sell |
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|
2018
Q2 | $11.2M | Buy |
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|
2018
Q1 | $11.7M | Sell |
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|
2017
Q4 | $11.8M | Buy |
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|
2017
Q3 | $10.4M | Buy |
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|
2017
Q2 | $9.74M | Buy |
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|
2017
Q1 | $9M | Sell |
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|
2016
Q4 | $9.59M | Buy |
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|
2016
Q3 | $7.15M | Buy |
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|
2016
Q2 | $6.37M | Buy |
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|
2016
Q1 | $4.62M | Buy |
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|
2015
Q4 | $209K | Buy |
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