Acorn Financial Advisory 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 | $381K | Sell |
1,295
-39
| -3% | -$11.8K | 0.05% | 146 |
|
|
2025
Q4 | $430K | Sell |
1,334
-18
| -1% | -$5.57K | 0.06% | 131 |
|
|
2025
Q3 | $426K | Buy |
1,352
+74
| +6% | +$22K | 0.07% | 128 |
|
|
2025
Q2 | $371K | Sell |
1,278
-13
| -1% | -$3.32K | 0.06% | 135 |
|
|
2025
Q1 | $317K | Sell |
1,291
-732
| -36% | -$187K | 0.06% | 140 |
|
|
2024
Q4 | $485K | Hold |
2,023
| – | – | 0.08% | 124 |
|
|
2024
Q3 | $427K | Buy |
2,023
+30
| +2% | +$6.32K | 0.08% | 124 |
|
|
2024
Q2 | $403K | Buy |
1,993
+2
| +0.1% | +$391 | 0.08% | 120 |
|
|
2024
Q1 | $399K | Sell |
1,991
-497
| -20% | -$89.7K | 0.08% | 127 |
|
|
2023
Q4 | $424K | Buy |
2,488
+288
| +13% | +$43.6K | 0.07% | 159 |
|
|
2023
Q3 | $318K | Sell |
2,200
-200
| -8% | -$30K | 0.06% | 186 |
|
|
2023
Q2 | $349K | Buy |
2,400
+776
| +48% | +$107K | 0.06% | 174 |
|
|
2023
Q1 | $212K | Sell |
1,624
-17
| -1% | -$2.33K | 0.04% | 216 |
|
|
2022
Q4 | $220K | Buy |
+1,641
| New | +$208K | 0.05% | 203 |
|
|
2021
Q3 | – | Sell |
-2,807
| Closed | -$437K | – | 228 |
|
|
2021
Q2 | $437K | Buy |
2,807
+77
| +3% | +$12.1K | 0.13% | 157 |
|
|
2021
Q1 | $418K | Sell |
2,730
-283
| -9% | -$40.7K | 0.15% | 139 |
|
|
2020
Q4 | $384K | Buy |
3,013
+43
| +1% | +$4.81K | 0.15% | 150 |
|
|
2020
Q3 | $285K | Sell |
2,970
-9,645
| -76% | -$947K | 0.15% | 164 |
|
|
2020
Q2 | $1.19M | Buy |
12,615
+10,024
| +387% | +$951K | 0.83% | 24 |
|
|
2020
Q1 | $232K | Buy |
2,591
+777
| +43% | +$94.4K | 0.23% | 136 |
|
|
2019
Q4 | $253K | Buy |
+1,814
| New | +$233K | 0.21% | 139 |
|
Other funds holding JPM
VCM
VPM
