Advantage Trust Company’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 | $26.1K | Hold |
90
| – | – | 0.01% | 158 |
|
|
2025
Q1 | $22.1K | Hold |
90
| – | – | 0.01% | 122 |
|
|
2024
Q4 | $21.6K | Hold |
90
| – | – | 0.01% | 135 |
|
|
2024
Q3 | $19K | Sell |
90
-700
| -89% | -$148K | 0.01% | 126 |
|
|
2024
Q2 | $160K | Hold |
790
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $158K | Hold |
790
| – | – | 0.12% | 51 |
|
|
2023
Q4 | $134K | Buy |
+790
| New | +$134K | 0.11% | 58 |
|