ADE LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
1,414
-445
| -24% | -$129K | 0.22% | 54 |
|
|
2025
Q1 | $456K | Sell |
1,859
-10
| -0.5% | -$2.45K | 0.26% | 46 |
|
|
2024
Q4 | $448K | Buy |
1,869
+72
| +4% | +$17.3K | 0.28% | 49 |
|
|
2024
Q3 | $379K | Hold |
1,797
| – | – | 0.23% | 54 |
|
|
2024
Q2 | $363K | Buy |
1,797
+105
| +6% | +$21.2K | 0.25% | 51 |
|
|
2024
Q1 | $339K | Hold |
1,692
| – | – | 0.23% | 58 |
|
|
2023
Q4 | $288K | Hold |
1,692
| – | – | 0.2% | 65 |
|
|
2023
Q3 | $245K | Buy |
1,692
+1
| +0.1% | +$145 | 0.19% | 66 |
|
|
2023
Q2 | $246K | Hold |
1,691
| – | – | 0.17% | 71 |
|
|
2023
Q1 | $220K | Hold |
1,691
| – | – | 0.16% | 74 |
|
|
2022
Q4 | $227K | Buy |
+1,691
| New | +$227K | 0.17% | 68 |
|
|
2022
Q3 | – | Sell |
-1,781
| Closed | -$201K | – | 64 |
|
|
2022
Q2 | $201K | Hold |
1,781
| – | – | 0.21% | 65 |
|
|
2022
Q1 | $243K | Sell |
1,781
-127
| -7% | -$17.3K | 0.23% | 61 |
|
|
2021
Q4 | $301K | Buy |
1,908
+127
| +7% | +$20K | 0.26% | 58 |
|
|
2021
Q3 | $292K | Sell |
1,781
-601
| -25% | -$98.5K | 0.27% | 51 |
|
|
2021
Q2 | $370K | Sell |
2,382
-7
| -0.3% | -$1.09K | 0.34% | 43 |
|
|
2021
Q1 | $364K | Sell |
2,389
-763
| -24% | -$116K | 0.36% | 40 |
|
|
2020
Q4 | $401K | Buy |
+3,152
| New | +$401K | 0.32% | 44 |
|