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