Townsend & Associates’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 | $489K | Hold |
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|
2025
Q2 | $491K | Sell |
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|
2025
Q1 | $2.31M | Sell |
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|
2024
Q4 | $4.02M | Sell |
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|
2024
Q3 | $3.5M | Buy |
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|
2024
Q2 | $3.29M | Sell |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $2.79M | Buy |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $3.09M | Sell |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.52M | Buy |
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