5th Street 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 | – | Sell |
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|
2025
Q2 | $1.77M | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.2M | Hold |
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|
2024
Q1 | $1.19M | Hold |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $833K | Sell |
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|
2023
Q2 | $991K | Buy |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $750K | Buy |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $752K | Buy |
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|
2021
Q4 | $871K | Buy |
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