Accordant Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Sell |
500
-1
| -0.2% | -$290 | 0.11% | 61 |
|
|
2025
Q1 | $123K | Hold |
501
| – | – | 0.12% | 46 |
|
|
2024
Q4 | $120K | Hold |
501
| – | – | 0.12% | 50 |
|
|
2024
Q3 | $106K | Buy |
501
+1
| +0.2% | +$211 | 0.08% | 54 |
|
|
2024
Q2 | $101K | Sell |
500
-4,336
| -90% | -$877K | 0.1% | 64 |
|
|
2024
Q1 | $969K | Buy |
+4,836
| New | +$969K | 0.72% | 37 |
|