Advanced Research Investment Solutions’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q3 | $17.5K | Hold |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $14K | Buy |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $6.87K | Hold |
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|
2020
Q1 | $6.57K | Hold |
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|
2019
Q4 | $10.2K | Buy |
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