1620 Investment Advisors’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 | $3.12M | Sell |
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|
2025
Q2 | $3.02M | Buy |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.23M | Sell |
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|
2024
Q2 | $2.53M | Buy |
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|
2024
Q1 | $2.5M | Buy |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $938K | Buy |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $1.31M | Hold |
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|
2021
Q4 | $1.31M | Buy |
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