Thomas Story & Son’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 | $1.39M | Buy |
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|
2025
Q2 | $1.14M | Hold |
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|
2025
Q1 | $966K | Hold |
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|
2024
Q4 | $944K | Hold |
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|
2024
Q3 | $831K | Hold |
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|
2024
Q2 | $797K | Hold |
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|
2024
Q1 | $789K | Hold |
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|
2023
Q4 | $670K | Hold |
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|
2023
Q3 | $571K | Buy |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $532K | Buy |
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|
2022
Q3 | $410K | Hold |
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|
2022
Q2 | $442K | Hold |
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|
2022
Q1 | $535K | Hold |
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|
2021
Q4 | $621K | Hold |
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|
2021
Q3 | $642K | Hold |
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|
2021
Q2 | $610K | Hold |
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|
2021
Q1 | $597K | Buy |
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|
2020
Q4 | $493K | Hold |
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|
2020
Q3 | $374K | Hold |
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|
2020
Q2 | $365K | Hold |
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|
2020
Q1 | $349K | Hold |
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|
2019
Q4 | $541K | Hold |
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|
2019
Q3 | $457K | Hold |
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|
2019
Q2 | $434K | Buy |
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|
2019
Q1 | $271K | Hold |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $303K | Hold |
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|
2018
Q2 | $279K | Hold |
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|
2018
Q1 | $295K | Hold |
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|
2017
Q4 | $287K | Hold |
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|
2017
Q3 | $256K | Hold |
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|
2017
Q2 | $245K | Hold |
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|
2017
Q1 | $236K | Sell |
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|
2016
Q4 | $240K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $210K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $205K | Buy |
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