Well Done LLC’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 | $3.28M | Buy |
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|
2025
Q1 | $2.7M | Sell |
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|
2024
Q4 | $2.39M | Hold |
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|
2024
Q3 | $2.39M | Sell |
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|
2024
Q2 | $2.52M | Sell |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $2.22M | Buy |
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|
2023
Q3 | $1.62M | Hold |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $903K | Sell |
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|
2022
Q2 | $998K | Buy |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $804K | Buy |
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|
2020
Q2 | $776K | Sell |
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|
2020
Q1 | $746K | Sell |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $977K | Sell |
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|
2019
Q2 | $931K | Buy |
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|
2019
Q1 | $840K | Sell |
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|
2018
Q4 | $817K | Buy |
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|
2018
Q3 | $859K | Hold |
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|
2018
Q2 | $793K | Buy |
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|
2018
Q1 | $680K | Sell |
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|
2017
Q4 | $768K | Buy |
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|
2017
Q3 | $657K | Buy |
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|
2017
Q2 | $619K | Hold |
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|
2017
Q1 | $595K | Buy |
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|
2016
Q4 | $561K | Sell |
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|
2016
Q3 | $218 | Hold |
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|
2016
Q2 | $416K | Sell |
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|
2016
Q1 | $405K | Sell |
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|
2015
Q4 | $454K | Buy |
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