Townsend Asset 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
Q3 | $13.4M | Sell |
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|
2025
Q2 | $12.5M | Sell |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $10.4M | Buy |
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|
2024
Q3 | $9.04M | Sell |
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|
2024
Q2 | $8.77M | Buy |
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|
2024
Q1 | $8.52M | Buy |
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|
2023
Q4 | $7.06M | Buy |
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|
2023
Q3 | $5.85M | Buy |
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|
2023
Q2 | $5.65M | Buy |
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|
2023
Q1 | $5.02M | Buy |
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|
2022
Q4 | $4.67M | Buy |
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|
2022
Q3 | $3.31M | Sell |
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|
2022
Q2 | $3.7M | Sell |
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|
2022
Q1 | $4.59M | Buy |
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|
2021
Q4 | $5.16M | Buy |
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|
2021
Q3 | $5.25M | Buy |
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|
2021
Q2 | $4.74M | Buy |
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|
2021
Q1 | $4.37M | Buy |
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|
2020
Q4 | $3.34M | Buy |
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|
2020
Q3 | $2.29M | Buy |
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|
2020
Q2 | $1.92M | Buy |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.97M | Buy |
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