Sterneck Capital 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 | $1.61M | Sell |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $925K | Hold |
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|
2024
Q1 | $916K | Sell |
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|
2023
Q4 | $963K | Sell |
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|
2023
Q3 | $865K | Sell |
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|
2023
Q2 | $936K | Buy |
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|
2023
Q1 | $839K | Hold |
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|
2022
Q4 | $863K | Buy |
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|
2022
Q3 | $673K | Buy |
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|
2022
Q2 | $723K | Buy |
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|
2022
Q1 | $826K | Sell |
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|
2021
Q4 | $1.02M | Hold |
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|
2021
Q3 | $1.06M | Hold |
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|
2021
Q2 | $980K | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $901K | Hold |
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|
2020
Q3 | $682K | Sell |
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|
2020
Q2 | $669K | Buy |
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|
2020
Q1 | $632K | Buy |
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|
2019
Q4 | $977K | Sell |
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|
2019
Q3 | $885K | Sell |
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|
2019
Q2 | $878K | Buy |
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|
2019
Q1 | $790K | Buy |
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|
2018
Q4 | $706K | Sell |
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|
2018
Q3 | $1.23M | Sell |
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|
2018
Q2 | $1.2M | Sell |
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|
2018
Q1 | $1.68M | Sell |
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|
2017
Q4 | $2.83M | Sell |
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|
2017
Q3 | $2.98M | Sell |
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|
2017
Q2 | $2.92M | Sell |
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|
2017
Q1 | $2.87M | Sell |
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|
2016
Q4 | $3.09M | Sell |
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|
2016
Q3 | $2.57M | Sell |
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|
2016
Q2 | $3.83M | Buy |
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|
2016
Q1 | $3.51M | Buy |
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|
2015
Q4 | $2.9M | Buy |
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|
2015
Q3 | $2.17M | Buy |
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|
2015
Q2 | $2.27M | Sell |
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|
2015
Q1 | $3.89M | Buy |
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|
2014
Q4 | $4.02M | Buy |
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|
2014
Q3 | $3.67M | Sell |
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|
2014
Q2 | $3.53M | Sell |
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|
2014
Q1 | $3.99M | Sell |
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|
2013
Q4 | $4.54M | Sell |
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|
2013
Q3 | $4.12M | Buy |
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|
2013
Q2 | $3.55M | Buy |
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