The Family Firm’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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $1.14M | Buy |
|
|||||
|
2024
Q4 | $1.11M | Buy |
|
|||||
|
2024
Q3 | $975K | Buy |
|
|||||
|
2024
Q2 | $933K | Buy |
|
|||||
|
2024
Q1 | $922K | Buy |
|
|||||
|
2023
Q4 | $746K | Buy |
|
|||||
|
2023
Q3 | $633K | Buy |
|
|||||
|
2023
Q2 | $632K | Buy |
|
|||||
|
2023
Q1 | $564K | Buy |
|
|||||
|
2022
Q4 | $575K | Buy |
|
|||||
|
2022
Q3 | $370K | Buy |
|
|||||
|
2022
Q2 | $396K | Buy |
|
|||||
|
2022
Q1 | $477K | Buy |
|
|||||
|
2021
Q4 | $551K | Sell |
|
|||||
|
2021
Q3 | $614K | Buy |
|
|||||
|
2021
Q2 | $557K | Sell |
|
|||||
|
2021
Q1 | $555K | Buy |
|
|||||
|
2020
Q4 | $503K | Buy |
|
|||||
|
2020
Q3 | $337K | Sell |
|
|||||
|
2020
Q2 | $375K | Sell |
|
|||||
|
2020
Q1 | $568K | Buy |
|
|||||
|
2019
Q4 | $878K | Sell |
|
|||||
|
2019
Q3 | $761K | Buy |
|
|||||
|
2019
Q2 | $722K | Buy |
|
|||||
|
2019
Q1 | $446K | Buy |
|
|||||
|
2018
Q4 | $354K | Buy |
|
|||||
|
2018
Q3 | $408K | Buy |
|
|||||
|
2018
Q2 | $362K | Buy |
|
|||||
|
2018
Q1 | $361K | Sell |
|
|||||
|
2017
Q4 | $426K | Sell |
|
|||||
|
2017
Q3 | $408K | Buy |
|
|||||
|
2017
Q2 | $389K | Buy |
|
|||||
|
2017
Q1 | $310K | Buy |
|
|||||
|
2016
Q4 | $297K | Sell |
|
|||||
|
2016
Q3 | $233K | Buy |
|
|||||
|
2016
Q2 | $217K | Buy |
|
|||||
|
2016
Q1 | $206K | Sell |
|
|||||
|
2015
Q4 | $247K | Sell |
|
|||||
|
2015
Q3 | $232K | Buy |
|
|||||
|
2015
Q2 | $228K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $200K | Buy |
|