Weitz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.11M | Sell |
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|
2023
Q4 | $4M | Hold |
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|
2023
Q3 | $3.41M | Hold |
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|
2023
Q2 | $3.42M | Hold |
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|
2023
Q1 | $3.06M | Buy |
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|
2022
Q4 | $2.68M | Hold |
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|
2022
Q3 | $2.09M | Hold |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $14.6M | Sell |
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|
2021
Q3 | $26.2M | Hold |
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|
2021
Q2 | $24.9M | Sell |
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|
2021
Q1 | $27.8M | Sell |
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|
2020
Q4 | $28M | Sell |
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|
2020
Q3 | $25.2M | Hold |
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|
2020
Q2 | $24.6M | Sell |
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|
2020
Q1 | $28.1M | Buy |
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|
2019
Q4 | $33.9M | Hold |
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|
2019
Q3 | $28.7M | Hold |
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|
2019
Q2 | $27.2M | Buy |
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|
2019
Q1 | $24.5M | Buy |
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|
2018
Q4 | $1.46M | Buy |
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|
2018
Q3 | $1.41M | Hold |
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|
2018
Q2 | $1.3M | Hold |
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|
2018
Q1 | $1.38M | Hold |
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|
2017
Q4 | $1.34M | Buy |
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