Winmill & Co’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
$1.97M Hold
2025
Q1
$1.67M Hold
2024
Q4
$1.63M Hold
2024
Q3
$1.43M Hold
2024
Q2
$1.38M Hold
2024
Q1
$1.36M Hold
2023
Q4
$1.16M Hold
2023
Q3
$986K Hold
2023
Q2
$989K Hold
2023
Q1
$886K Hold
2022
Q4
$912K Hold
2022
Q3
$711K Hold
2022
Q2
$766K Hold
2022
Q1
$927K Hold
2021
Q4
$1.08M Hold
2021
Q3
$1.11M Hold
2021
Q2
$1.06M Hold
2021
Q1
$1.03M Hold
2020
Q4
$864K Hold
2020
Q3
$655K Hold
2020
Q2
$640K Hold
2020
Q1
$612K Hold
2019
Q4
$948K Hold
2019
Q3
$800K Buy