Strategic Financial Services’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 | $8.19M | Sell |
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|
2025
Q2 | $7.69M | Sell |
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|
2025
Q1 | $6.64M | Sell |
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|
2024
Q4 | $6.8M | Sell |
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|
2024
Q3 | $6.06M | Buy |
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|
2024
Q2 | $5.76M | Buy |
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|
2024
Q1 | $5.63M | Sell |
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|
2023
Q4 | $4.92M | Sell |
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|
2023
Q3 | $4.26M | Sell |
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|
2023
Q2 | $4.63M | Sell |
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|
2023
Q1 | $3.93M | Sell |
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|
2022
Q4 | $4.18M | Sell |
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|
2022
Q3 | $3.54M | Sell |
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|
2022
Q2 | $3.87M | Sell |
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|
2022
Q1 | $4.8M | Sell |
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|
2021
Q4 | $5.66M | Sell |
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|
2021
Q3 | $6.08M | Sell |
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|
2021
Q2 | $5.9M | Sell |
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|
2021
Q1 | $6.06M | Sell |
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|
2020
Q4 | $5.85M | Sell |
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|
2020
Q3 | $4.9M | Sell |
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|
2020
Q2 | $5.4M | Sell |
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|
2020
Q1 | $7.17M | Buy |
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|
2019
Q4 | $9.38M | Sell |
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|
2019
Q3 | $9.36M | Sell |
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|
2019
Q2 | $9.08M | Sell |
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|
2019
Q1 | $8.35M | Sell |
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|
2018
Q4 | $8.23M | Buy |
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|
2018
Q3 | $8.63M | Sell |
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|
2018
Q2 | $8.35M | Buy |
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|
2018
Q1 | $8.74M | Sell |
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|
2017
Q4 | $8.56M | Sell |
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|
2017
Q3 | $7.8M | Sell |
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|
2017
Q2 | $7.56M | Buy |
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|
2017
Q1 | $6.79M | Sell |
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|
2016
Q4 | $6.67M | Sell |
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|
2016
Q3 | $5.25M | Sell |
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|
2016
Q2 | $5.1M | Buy |
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|
2016
Q1 | $4.71M | Buy |
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|
2015
Q4 | $4.89M | Buy |
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|
2015
Q3 | $4.41M | Buy |
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|
2015
Q2 | $4.77M | Sell |
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|
2015
Q1 | $4.31M | Sell |
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|
2014
Q4 | $4.48M | Buy |
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|
2014
Q3 | $4.24M | Buy |
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|
2014
Q2 | $3.98M | Buy |
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|
2014
Q1 | $3.5M | Buy |
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|
2013
Q4 | $3.19M | Sell |
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|
2013
Q3 | $2.86M | Sell |
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|
2013
Q2 | $2.93M | Buy |
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