Ackerman Capital 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
Q2 | $979K | Buy |
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|
2025
Q1 | $811K | Buy |
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|
2024
Q4 | $750K | Hold |
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|
2024
Q3 | $659K | Hold |
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|
2024
Q2 | $632K | Hold |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $508K | Hold |
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|
2023
Q3 | $433K | Hold |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $401K | Hold |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $336K | Hold |
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|
2022
Q1 | $407K | Hold |
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|
2021
Q4 | $473K | Hold |
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $464K | Sell |
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|
2021
Q1 | $834K | Buy |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $576K | Hold |
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|
2020
Q2 | $563K | Sell |
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|
2020
Q1 | $565K | Buy |
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|
2019
Q4 | $724K | Sell |
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|
2019
Q3 | $684K | Buy |
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|
2019
Q2 | $620 | Buy |
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|
2019
Q1 | $505 | Buy |
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|
2018
Q4 | $432 | Buy |
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|
2018
Q1 | $461K | Buy |
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|
2017
Q4 | $399K | Buy |
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|
2017
Q2 | $381K | Buy |
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