Stuart Chaussee & Associates’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 | $222K | Hold |
|
|||||
|
2025
Q2 | $204K | Buy |
|
|||||
|
2025
Q1 | $124K | Sell |
|
|||||
|
2024
Q4 | $158K | Buy |
|
|||||
|
2024
Q3 | $106K | Buy |
|
|||||
|
2024
Q2 | $101K | Buy |
|
|||||
|
2024
Q1 | $47.1K | Hold |
|
|||||
|
2023
Q4 | $40K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $62K | Hold |
|
|||||
|
2022
Q3 | $48K | Hold |
|
|||||
|
2022
Q2 | $52K | Sell |
|
|||||
|
2022
Q1 | $82K | Sell |
|
|||||
|
2021
Q4 | $105K | Buy |
|
|||||
|
2021
Q3 | $83K | Hold |
|
|||||
|
2021
Q2 | $79K | Sell |
|
|||||
|
2021
Q1 | $84K | Buy |
|
|||||
|
2020
Q4 | $59K | Hold |
|
|||||
|
2020
Q3 | $45K | Buy |
|
|||||
|
2020
Q2 | $35K | Hold |
|
|||||
|
2020
Q1 | $33K | Sell |
|
|||||
|
2019
Q4 | $84K | Hold |
|
|||||
|
2019
Q3 | $71K | Hold |
|
|||||
|
2019
Q2 | $68K | Hold |
|
|||||
|
2019
Q1 | $61K | Hold |
|
|||||
|
2018
Q4 | $59K | Sell |
|
|||||
|
2018
Q3 | $102K | Hold |
|
|||||
|
2018
Q2 | $94K | Hold |
|
|||||
|
2018
Q1 | $99K | Sell |
|
|||||
|
2017
Q4 | $124K | Buy |
|
|||||
|
2017
Q3 | $107K | Hold |
|
|||||
|
2017
Q2 | $102K | Hold |
|
|||||
|
2017
Q1 | $98K | Sell |
|
|||||
|
2016
Q4 | $194K | Buy |
|
|||||
|
2016
Q3 | $83K | Buy |
|
|||||
|
2016
Q2 | $57K | Hold |
|
|||||
|
2016
Q1 | $54K | Buy |
|
|||||
|
2015
Q4 | $27K | Buy |
|