AA
Addison Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
10,308
+1,693
| +20% | +$491K | 0.75% | 34 |
|
|
2025
Q1 | $2.11M | Sell |
8,615
-140
| -2% | -$34.3K | 0.58% | 41 |
|
|
2024
Q4 | $2.1M | Sell |
8,755
-178
| -2% | -$42.7K | 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% | +$73.6K | 0.6% | 40 |
|
|
2024
Q1 | $1.76M | Buy |
8,800
+99
| +1% | +$19.8K | 0.61% | 38 |
|
|
2023
Q4 | $1.48M | Buy |
8,701
+458
| +6% | +$77.9K | 0.58% | 38 |
|
|
2023
Q3 | $1.2M | Buy |
8,243
+47
| +0.6% | +$6.82K | 0.56% | 37 |
|
|
2023
Q2 | $1.19M | Buy |
8,196
+167
| +2% | +$24.3K | 0.59% | 35 |
|
|
2023
Q1 | $1.05M | Buy |
8,029
+789
| +11% | +$103K | 0.59% | 39 |
|
|
2022
Q4 | $971K | Sell |
7,240
-1,840
| -20% | -$247K | 0.58% | 39 |
|
|
2022
Q3 | $949K | Buy |
9,080
+264
| +3% | +$27.6K | 0.59% | 39 |
|
|
2022
Q2 | $993K | Sell |
8,816
-280
| -3% | -$31.5K | 0.6% | 39 |
|
|
2022
Q1 | $1.24M | Buy |
9,096
+2,090
| +30% | +$285K | 0.68% | 36 |
|
|
2021
Q4 | $1.11M | Buy |
7,006
+2,442
| +54% | +$387K | 0.69% | 34 |
|
|
2021
Q3 | $747K | Buy |
4,564
+1
| +0% | +$164 | 0.6% | 36 |
|
|
2021
Q2 | $710K | Buy |
+4,563
| New | +$710K | 0.57% | 34 |
|
|
2020
Q4 | $580K | Buy |
+4,563
| New | +$580K | 0.56% | 36 |
|