Holding/activity history for JPMorgan Chase & Co. (JPM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2021 Q1 | 0 | 0 | Sell 100.00% | 3.56 | |
| 2020 Q4 | 36,600 | 3.56 | Add 22.00% | 0.64 | $127.08 |
| 2020 Q3 | 30,000 | 2.91 | $96.27 | ||
| 2020 Q2 | 30,000 | 3.04 | Buy | 3.04 | $94.07 |
| 2013 Q4 | 0 | 0 | Sell 100.00% | 3.11 | |
| 2013 Q3 | 14,900 | 3.11 | $51.68 | ||
| 2013 Q2 | 14,900 | 2.48 | $52.82 | ||
| 2013 Q1 | 14,900 | 2.83 | $47.45 | ||
| 2012 Q4 | 14,900 | 3.37 | $43.96 | ||
| 2012 Q3 | 14,900 | 3.99 | $40.47 | ||
| 2012 Q2 | 14,900 | 4.65 | $35.70 | ||
| 2012 Q1 | 14,900 | 5.46 | Reduce 10.78% | 0.66 | $45.97 |
| 2011 Q4 | 16,700 | 4.86 | $33.23 | ||
| 2011 Q3 | 16,700 | 4.62 | $30.12 | ||
| 2011 Q2 | 16,700 | 4.90 | $40.96 | ||
| 2011 Q1 | 16,700 | 5.19 | Reduce 8.74% | 0.50 | $46.11 |
| 2010 Q4 | 18,300 | 5.15 | $42.40 | ||
| 2010 Q3 | 18,300 | 4.84 | Reduce 12.86% | 0.71 | $38.03 |
| 2010 Q2 | 21,000 | 5.22 | $36.62 | ||
| 2010 Q1 | 21,000 | 5.11 | $44.76 | ||
| 2009 Q4 | 21,000 | 4.79 | $41.67 | ||
| 2009 Q3 | 21,000 | 5.23 | Reduce 26.57% | 1.89 | $43.81 |
| 2009 Q2 | 28,600 | 6.08 | $34.13 | ||
| 2009 Q1 | 28,600 | 5.63 | $26.57 | ||
| 2008 Q4 | 28,600 | 5.25 | Reduce 29.21% | 2.17 | $31.54 |
| 2008 Q3 | 40,400 | 5.95 | Reduce 60.73% | 9.20 | $46.71 |
| 2008 Q2 | 102,866 | 4.97 | $34.31 | ||
| 2008 Q1 | 102,866 | 5.25 | $42.95 | ||
| 2007 Q4 | 102,866 | 4.67 | $43.65 | ||
| 2007 Q3 | 102,866 | 4.60 | Buy | 4.60 | $45.82 |