Tarbox Family Office’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 | $825K | Sell |
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|
2025
Q2 | $760K | Sell |
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|
2025
Q1 | $644K | Sell |
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|
2024
Q4 | $629K | Hold |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $386K | Buy |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.88M | Sell |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.11M | Hold |
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|
2020
Q4 | $931K | Sell |
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|
2020
Q3 | $705K | Sell |
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|
2020
Q2 | $706K | Sell |
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|
2020
Q1 | $681K | Sell |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $200K | Sell |
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|
2019
Q1 | $235K | Hold |
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|
2018
Q4 | $226K | Sell |
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|
2018
Q3 | $282K | Buy |
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|
2018
Q2 | $176K | Sell |
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|
2018
Q1 | $256K | Buy |
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|
2017
Q4 | $238K | Buy |
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|
2017
Q3 | $152K | Sell |
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|
2017
Q2 | $296K | Buy |
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|
2017
Q1 | $126K | Hold |
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|
2016
Q4 | $124K | Buy |
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|
2016
Q3 | $95K | Buy |
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|
2016
Q2 | $88K | Sell |
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|
2016
Q1 | $84K | Buy |
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|
2015
Q4 | $91K | Buy |
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|
2015
Q3 | $82K | Buy |
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|
2015
Q2 | $91K | Hold |
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|
2015
Q1 | $81K | Sell |
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|
2014
Q4 | $84K | Sell |
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|
2014
Q3 | $83K | Buy |
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|
2014
Q2 | $74K | Sell |
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|
2014
Q1 | $86K | Sell |
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|
2013
Q4 | $234K | Buy |
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