Wright Investors Service’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 | $8.13M | Sell |
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|
2025
Q2 | $8.33M | Buy |
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|
2025
Q1 | $7.04M | Sell |
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|
2024
Q4 | $7.18M | Sell |
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|
2024
Q3 | $7.55M | Sell |
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|
2024
Q2 | $8.97M | Sell |
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|
2024
Q1 | $9.82M | Sell |
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|
2023
Q4 | $8.51M | Sell |
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|
2023
Q3 | $7.91M | Sell |
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|
2023
Q2 | $8.04M | Sell |
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|
2023
Q1 | $7.65M | Buy |
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|
2022
Q4 | $7.36M | Buy |
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|
2022
Q3 | $5.01M | Sell |
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|
2022
Q2 | $5.91M | Sell |
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|
2022
Q1 | $8.91M | Buy |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $9.11M | Buy |
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|
2021
Q2 | $8.31M | Buy |
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|
2021
Q1 | $7.51M | Sell |
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|
2020
Q4 | $7.14M | Sell |
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|
2020
Q3 | $5.54M | Sell |
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|
2020
Q2 | $5.51M | Buy |
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|
2020
Q1 | $5.19M | Buy |
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|
2019
Q4 | $7.94M | Sell |
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|
2019
Q3 | $6.72M | Buy |
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|
2019
Q2 | $5.8M | Sell |
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|
2019
Q1 | $6.24M | Sell |
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|
2018
Q4 | $6.39M | Buy |
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|
2018
Q3 | $7.27M | Buy |
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|
2018
Q2 | $6.58M | Sell |
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|
2018
Q1 | $7.84M | Buy |
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|
2017
Q4 | $6.98M | Buy |
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|
2017
Q3 | $5.55M | Sell |
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|
2017
Q2 | $5.31M | Buy |
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|
2017
Q1 | $4.18M | Buy |
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|
2016
Q4 | $3.8M | Buy |
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|
2016
Q3 | $1.79M | Sell |
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|
2016
Q2 | $1.67M | Sell |
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|
2016
Q1 | $1.6M | Sell |
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|
2015
Q4 | $2.55M | Buy |
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|
2015
Q3 | $1.91M | Buy |
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|
2015
Q2 | $2.09M | Buy |
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|
2015
Q1 | $1.84M | Sell |
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|
2014
Q4 | $1.95M | Sell |
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|
2014
Q3 | $2.09M | Buy |
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|
2014
Q2 | $1.99M | Sell |
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|
2014
Q1 | $2.53M | Sell |
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|
2013
Q4 | $2.52M | Sell |
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|
2013
Q3 | $2.28M | Sell |
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|
2013
Q2 | $2.4M | Buy |
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