Advance Capital Management’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 | $1.26M | Buy |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $946K | Buy |
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|
2024
Q4 | $883K | Sell |
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|
2024
Q3 | $787K | Buy |
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|
2024
Q2 | $703K | Buy |
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|
2024
Q1 | $687K | Buy |
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|
2023
Q4 | $575K | Buy |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $478K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | $373K | Buy |
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