Wedgewood Investors’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 | $695K | Sell |
|
|||||
|
2025
Q2 | $646K | Sell |
|
|||||
|
2025
Q1 | $566K | Sell |
|
|||||
|
2024
Q4 | $572K | Sell |
|
|||||
|
2024
Q3 | $519K | Sell |
|
|||||
|
2024
Q2 | $514K | Buy |
|
|||||
|
2023
Q4 | $424K | Hold |
|
|||||
|
2023
Q3 | $361K | Sell |
|
|||||
|
2023
Q2 | $384K | Hold |
|
|||||
|
2023
Q1 | $344K | Sell |
|
|||||
|
2022
Q4 | $368K | Hold |
|
|||||
|
2022
Q3 | $286K | Hold |
|
|||||
|
2022
Q2 | $309K | Hold |
|
|||||
|
2022
Q1 | $374K | Hold |
|
|||||
|
2021
Q4 | $434K | Hold |
|
|||||
|
2021
Q3 | $449K | Buy |
|
|||||
|
2021
Q2 | $424K | Hold |
|
|||||
|
2021
Q1 | $415K | Buy |
|
|||||
|
2020
Q4 | $332K | Buy |
|
|||||
|
2020
Q3 | $225K | Buy |
|
|||||
|
2020
Q2 | $213K | Hold |
|
|||||
|
2020
Q1 | $204K | Hold |
|
|||||
|
2019
Q4 | $316K | Hold |
|
|||||
|
2019
Q3 | $267K | Sell |
|
|||||
|
2019
Q2 | $354K | Hold |
|
|||||
|
2019
Q1 | $320K | Buy |
|
|||||
|
2018
Q4 | $307K | Sell |
|
|||||
|
2018
Q3 | $360K | Hold |
|
|||||
|
2018
Q2 | $333K | Sell |
|
|||||
|
2018
Q1 | $352K | Sell |
|
|||||
|
2017
Q4 | $349K | Sell |
|
|||||
|
2017
Q3 | $315K | Hold |
|
|||||
|
2017
Q2 | $301K | Hold |
|
|||||
|
2017
Q1 | $289K | Buy |
|
|||||
|
2016
Q4 | $271K | Sell |
|
|||||
|
2016
Q3 | $229K | Sell |
|
|||||
|
2016
Q2 | $216K | Hold |
|
|||||
|
2016
Q1 | $206K | Hold |
|
|||||
|
2015
Q4 | $230K | Buy |
|
|||||
|
2015
Q3 | $200K | Hold |
|
|||||
|
2015
Q2 | $223K | Buy |
|