Tacita Capital’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 | $985K | Buy |
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|
2025
Q2 | $895K | Buy |
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|
2025
Q1 | $615K | Hold |
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|
2024
Q4 | $601K | Buy |
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|
2024
Q3 | $492K | Hold |
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|
2024
Q2 | $472K | Hold |
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $302K | Hold |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $367K | Buy |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $288K | Hold |
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|
2020
Q4 | $241K | Buy |
|