Stolper & Co’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 | $17.7M | Sell |
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|
2025
Q2 | $16.6M | Sell |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $14.1M | Sell |
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|
2024
Q3 | $12.7M | Sell |
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $12M | Sell |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $8.73M | Buy |
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|
2023
Q2 | $8.73M | Sell |
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|
2023
Q1 | $7.82M | Buy |
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|
2022
Q4 | $8M | Buy |
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|
2022
Q3 | $6.04M | Buy |
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|
2022
Q2 | $6.33M | Buy |
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|
2022
Q1 | $7.55M | Buy |
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|
2021
Q4 | $8.68M | Sell |
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|
2021
Q3 | $8.98M | Sell |
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|
2021
Q2 | $8.58M | Buy |
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|
2021
Q1 | $8.34M | Sell |
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|
2020
Q4 | $7.03M | Sell |
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|
2020
Q3 | $5.46M | Sell |
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|
2020
Q2 | $5.49M | Sell |
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|
2020
Q1 | $5.42M | Buy |
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