Whitcomb & Hess’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 | $308K | Sell |
|
|||||
|
2025
Q2 | $317K | Sell |
|
|||||
|
2025
Q1 | $317K | Buy |
|
|||||
|
2024
Q4 | $308K | Sell |
|
|||||
|
2024
Q3 | $284K | Sell |
|
|||||
|
2024
Q2 | $294K | Sell |
|
|||||
|
2024
Q1 | $511K | Sell |
|
|||||
|
2023
Q4 | $945K | Sell |
|
|||||
|
2023
Q3 | $820K | Sell |
|
|||||
|
2023
Q2 | $829K | Buy |
|
|||||
|
2023
Q1 | $742K | Buy |
|
|||||
|
2022
Q4 | $763K | Sell |
|
|||||
|
2022
Q3 | $599K | Sell |
|
|||||
|
2022
Q2 | $671K | Sell |
|
|||||
|
2022
Q1 | $844K | Hold |
|
|||||
|
2021
Q4 | $966K | Buy |
|
|||||
|
2021
Q3 | $984K | Buy |
|
|||||
|
2021
Q2 | $934K | Buy |
|