Access Financial Services’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.87M	Sell	6,363 -114	-2%	-$34.6K	0.66%	24
2025 Q4	$2.09M	Sell	6,477 -71	-1%	-$22K	0.76%	21
2025 Q3	$2.07M	Sell	6,548 -76	-1%	-$22.6K	0.75%	19
2025 Q2	$1.92M	Hold	6,624	–	–	0.73%	22
2025 Q1	$1.62M	Sell	6,624 -730	-10%	-$186K	0.65%	31
2024 Q4	$1.76M	Sell	7,354 -105	-1%	-$24.5K	0.79%	27
2024 Q3	$1.57M	Buy	7,459 +216	+3%	+$45.5K	0.72%	33
2024 Q2	$1.46M	Sell	7,243 -1,013	-12%	-$198K	0.67%	39
2024 Q1	$1.65M	Hold	8,256	–	–	0.74%	31
2023 Q4	$1.4M	Sell	8,256 -945	-10%	-$143K	0.72%	44
2023 Q3	$1.33M	Hold	9,201	–	–	0.8%	40
2023 Q2	$1.34M	Sell	9,201 -40	-0.4%	-$5.5K	0.78%	41
2023 Q1	$1.2M	Sell	9,241 -1,908	-17%	-$261K	0.73%	43
2022 Q4	$1.5M	Sell	11,149 -2,075	-16%	-$263K	0.91%	28
2022 Q3	$1.38M	Buy	13,224 +597	+5%	+$68.5K	0.89%	24
2022 Q2	$1.42M	Sell	12,627 -1,001	-7%	-$124K	0.81%	31
2022 Q1	$1.86M	Sell	13,628 -880	-6%	-$130K	0.88%	24
2021 Q4	$2.3M	Buy	14,508 +143	+1%	+$23.5K	1.03%	16
2021 Q3	$2.35M	Buy	14,365 +1,518	+12%	+$238K	1.06%	17
2021 Q2	$2M	Sell	12,847 -4,518	-26%	-$710K	0.93%	30
2021 Q1	$2.64M	Buy	17,365 +1,892	+12%	+$272K	1.24%	12
2020 Q4	$1.97M	Sell	15,473 -1,020	-6%	-$114K	0.96%	28
2020 Q3	$1.59M	Buy	16,493 +117	+0.7%	+$11.5K	0.86%	34
2020 Q2	$1.54M	Sell	16,376 -290	-2%	-$27.5K	1.01%	29
2020 Q1	$1.5M	Sell	16,666 -2,287	-12%	-$278K	1.2%	21
2019 Q4	$2.64M	Sell	18,953 -145	-0.8%	-$18.6K	1.53%	11
2019 Q3	$2.25M	Buy	19,098 +90	+0.5%	+$10.2K	1.6%	12
2019 Q2	$2.13M	Buy	19,008 +2,110	+12%	+$233K	1.62%	13
2019 Q1	$1.71M	Buy	16,898 +11,845	+234%	+$1.22M	1.35%	19
2018 Q4	$493K	Buy	+5,053	New	+$538K	0.44%	49