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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.23M | Sell |
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|
2025
Q2 | $2.99M | Buy |
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|
2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $971K | Sell |
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|
2022
Q3 | $949K | Buy |
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|
2022
Q2 | $993K | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $747K | Buy |
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|
2021
Q2 | $710K | Buy |
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|
2020
Q4 | $580K | Buy |
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