Stockman Wealth 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 | $21M | Buy |
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|
2025
Q1 | $17.7M | Sell |
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|
2024
Q4 | $18M | Sell |
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|
2024
Q3 | $16M | Sell |
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|
2024
Q2 | $15.5M | Sell |
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|
2024
Q1 | $15.6M | Sell |
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|
2023
Q4 | $13.9M | Sell |
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|
2023
Q3 | $11.9M | Sell |
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|
2023
Q2 | $12.4M | Buy |
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|
2023
Q1 | $11.1M | Sell |
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|
2022
Q4 | $11.7M | Sell |
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|
2022
Q3 | $9.43M | Buy |
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|
2022
Q2 | $9.2M | Buy |
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|
2022
Q1 | $9.85M | Buy |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $10.8M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $9.64M | Sell |
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|
2020
Q4 | $8.37M | Sell |
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|
2020
Q3 | $6.39M | Buy |
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|
2020
Q2 | $5.58M | Buy |
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|
2020
Q1 | $4.81M | Buy |
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|
2019
Q4 | $6.67M | Sell |
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|
2019
Q3 | $5.83M | Buy |
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|
2019
Q2 | $5.12M | Buy |
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|
2019
Q1 | $4.58M | Buy |
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|
2018
Q4 | $4.17M | Buy |
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|
2018
Q3 | $4.69M | Sell |
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|
2018
Q2 | $4.37M | Buy |
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|
2018
Q1 | $4.55M | Sell |
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|
2017
Q4 | $4.47M | Sell |
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|
2017
Q3 | $4.1M | Buy |
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|
2017
Q2 | $727K | Sell |
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|
2017
Q1 | $3.43M | Buy |
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|
2016
Q4 | $3.12M | Sell |
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|
2016
Q3 | $2.44M | Buy |
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|
2016
Q2 | $2.17M | Buy |
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|
2016
Q1 | $2.02M | Buy |
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|
2015
Q4 | $2.15M | Buy |
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|
2015
Q3 | $1.86M | Buy |
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|
2015
Q2 | $2.02M | Buy |
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|
2015
Q1 | $1.78M | Buy |
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|
2014
Q4 | $1.76M | Buy |
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