Tortoise Investment Management’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 | $2.33M | Buy |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $977K | Buy |
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|
2023
Q1 | $676K | Buy |
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $542K | Buy |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $669K | Buy |
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|
2021
Q2 | $634K | Sell |
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|
2021
Q1 | $746K | Sell |
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|
2020
Q4 | $634K | Sell |
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|
2020
Q3 | $483K | Buy |
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|
2020
Q2 | $463K | Sell |
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|
2020
Q1 | $450K | Sell |
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|
2019
Q4 | $728K | Buy |
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|
2019
Q3 | $612K | Hold |
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|
2019
Q2 | $581K | Hold |
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|
2019
Q1 | $526K | Sell |
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|
2018
Q4 | $531K | Sell |
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|
2018
Q3 | $670K | Sell |
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|
2018
Q2 | $629K | Sell |
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|
2018
Q1 | $726K | Sell |
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|
2017
Q4 | $727K | Buy |
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|
2017
Q3 | $631K | Buy |
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|
2017
Q2 | $179K | Buy |
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|
2017
Q1 | $108K | Sell |
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|
2016
Q4 | $136K | Buy |
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|
2016
Q3 | $20K | Sell |
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|
2016
Q2 | $58K | Sell |
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|
2016
Q1 | $107K | Buy |
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|
2015
Q4 | $11K | Hold |
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|
2015
Q3 | $10K | Hold |
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|
2015
Q2 | $11K | Hold |
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|
2015
Q1 | $10K | Sell |
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|
2014
Q4 | $46K | Buy |
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|
2014
Q3 | $42K | Sell |
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|
2014
Q2 | $41K | Buy |
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|
2014
Q1 | $42K | Hold |
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|
2013
Q4 | $41K | Hold |
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|
2013
Q3 | $36K | Hold |
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|
2013
Q2 | $37K | Buy |
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