Addison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.92M | Buy |
9,915
+197
| +2% | +$59.8K | 0.64% | 40 |
|
|
2025
Q4 | $3.13M | Sell |
9,718
-521
| -5% | -$161K | 0.7% | 35 |
|
|
2025
Q3 | $3.23M | Sell |
10,239
-69
| -0.7% | -$20.5K | 0.75% | 34 |
|
|
2025
Q2 | $2.99M | Buy |
10,308
+1,693
| +20% | +$432K | 0.75% | 34 |
|
|
2025
Q1 | $2.11M | Sell |
8,615
-140
| -2% | -$35.7K | 0.58% | 41 |
|
|
2024
Q4 | $2.1M | Sell |
8,755
-178
| -2% | -$41.5K | 0.58% | 39 |
|
|
2024
Q3 | $1.88M | Sell |
8,933
-231
| -3% | -$48.7K | 0.52% | 42 |
|
|
2024
Q2 | $1.85M | Buy |
9,164
+364
| +4% | +$71.2K | 0.6% | 40 |
|
|
2024
Q1 | $1.76M | Buy |
8,800
+99
| +1% | +$17.9K | 0.61% | 38 |
|
|
2023
Q4 | $1.48M | Buy |
8,701
+458
| +6% | +$69.4K | 0.58% | 38 |
|
|
2023
Q3 | $1.2M | Buy |
8,243
+47
| +0.6% | +$7.04K | 0.56% | 37 |
|
|
2023
Q2 | $1.19M | Buy |
8,196
+167
| +2% | +$23K | 0.59% | 35 |
|
|
2023
Q1 | $1.05M | Buy |
8,029
+789
| +11% | +$108K | 0.59% | 39 |
|
|
2022
Q4 | $971K | Sell |
7,240
-1,840
| -20% | -$233K | 0.58% | 39 |
|
|
2022
Q3 | $949K | Buy |
9,080
+264
| +3% | +$30.3K | 0.59% | 39 |
|
|
2022
Q2 | $993K | Sell |
8,816
-280
| -3% | -$34.7K | 0.6% | 39 |
|
|
2022
Q1 | $1.24M | Buy |
9,096
+2,090
| +30% | +$309K | 0.68% | 36 |
|
|
2021
Q4 | $1.11M | Buy |
7,006
+2,442
| +54% | +$401K | 0.69% | 34 |
|
|
2021
Q3 | $747K | Buy |
4,564
+1
| +0% | +$157 | 0.6% | 36 |
|
|
2021
Q2 | $710K | Buy |
+4,563
| New | +$717K | 0.57% | 34 |
|
|
2020
Q4 | $580K | Buy |
+4,563
| New | +$510K | 0.56% | 36 |
|
Other funds holding JPM
VCM
VPM
