Advanced Portfolio 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
Q2
$428K Hold
2025
Q1
$363K Buy
2024
Q4
Sell
2024
Q3
$304K Sell
2024
Q2
$544K Hold
2024
Q1
$538K Buy
2023
Q3
Sell
2023
Q2
$1.36M Buy