Advisor OS’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 | $5.87M | Buy |
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|
2025
Q1 | $4.96M | Buy |
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|
2024
Q4 | $4.61M | Buy |
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|
2024
Q3 | $3.89M | Buy |
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|
2024
Q2 | $3.47M | Sell |
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|
2024
Q1 | $3.7M | Buy |
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|
2023
Q4 | $2.71M | Buy |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $2.83M | Buy |
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|
2023
Q1 | $1.9M | Buy |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $842K | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $899K | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $630K | Sell |
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|
2020
Q4 | $498K | Buy |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $314K | Buy |
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