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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $427K | Buy |
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $384K | Buy |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | $253K | Buy |
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