ADE LLC’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 | $410K | Sell |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $292K | Sell |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $401K | Buy |
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