180 Wealth 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 | $5.74M | Sell |
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|
2025
Q2 | $5.43M | Sell |
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|
2025
Q1 | $4.67M | Buy |
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|
2024
Q4 | $4.55M | Sell |
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|
2024
Q3 | $4.08M | Sell |
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|
2024
Q2 | $4.06M | Buy |
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|
2024
Q1 | $3.89M | Buy |
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|
2023
Q4 | $3.32M | Sell |
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|
2023
Q3 | $2.85M | Buy |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $1.99M | Buy |
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|
2022
Q1 | $2.23M | Buy |
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|
2021
Q4 | $2.32M | Sell |
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|
2021
Q3 | $2.71M | Buy |
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|
2021
Q2 | $2.56M | Buy |
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|
2021
Q1 | $2.58M | Sell |
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|
2020
Q4 | $2.2M | Buy |
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|
2020
Q3 | $1.48M | Buy |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $1.57M | Sell |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.47M | Buy |
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|
2018
Q2 | $1.2M | Sell |
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|
2018
Q1 | $1.47M | Sell |
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|
2017
Q4 | $1.54M | Buy |
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