Zimmermann Investment Management & Planning’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
Q4 | – | Sell |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $958K | Buy |
|
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|
2023
Q4 | $730K | Buy |
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|
2023
Q3 | $611K | Buy |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $775K | Buy |
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|
2022
Q1 | $918K | Buy |
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|
2021
Q4 | $1.02M | Buy |
|