Van Hulzen 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
Q2 | $13.5M | Sell |
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|
2025
Q1 | $11.5M | Sell |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $9.82M | Sell |
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|
2024
Q2 | $9.56M | Sell |
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|
2024
Q1 | $13.9M | Sell |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $6.99M | Buy |
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|
2023
Q2 | $5.08M | Sell |
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|
2023
Q1 | $6.25M | Buy |
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|
2022
Q4 | $5.57M | Buy |
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|
2022
Q3 | $4.29M | Buy |
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|
2022
Q2 | $4.54M | Sell |
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|
2022
Q1 | $7.67M | Buy |
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|
2021
Q4 | $7.39M | Buy |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $949K | Sell |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $1.66M | Buy |
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|
2020
Q1 | $1.18M | Buy |
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|
2019
Q4 | $1.78M | Sell |
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|
2019
Q3 | $4.1M | Sell |
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|
2019
Q2 | $4.01M | Buy |
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|
2019
Q1 | $3.33M | Sell |
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|
2018
Q4 | $3.4M | Buy |
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|
2018
Q3 | $3.76M | Buy |
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|
2018
Q2 | $1.09M | Buy |
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|
2018
Q1 | $493K | Sell |
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|
2017
Q4 | $1.45M | Buy |
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|
2017
Q3 | $837K | Buy |
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|
2017
Q2 | $353K | Buy |
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|
2017
Q1 | $295K | Hold |
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|
2016
Q4 | $290K | Hold |
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|
2016
Q3 | $224K | Hold |
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|
2016
Q2 | $209K | Hold |
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|
2016
Q1 | $199K | Sell |
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|
2015
Q4 | $242K | Hold |
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|
2015
Q3 | $223K | Hold |
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|
2015
Q2 | $248K | Sell |
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|
2015
Q1 | $329K | Sell |
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|
2014
Q4 | $481K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $222K | Sell |
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|
2013
Q4 | $243K | Buy |
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