Advisor Resource Council’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
$1.24M Sell
2025
Q1
$7.6M Buy
2024
Q4
Sell
2024
Q3
$4.43M Buy
2024
Q2
Sell
2024
Q1
$3.67M Sell
2023
Q4
$4.76M Buy
2023
Q3
$908K Buy
2023
Q2
$803K Sell
2023
Q1
$3.73M Buy
2022
Q4
$682K Buy
2022
Q3
$484K Sell
2022
Q2
$2.4M Buy
2022
Q1
$1.63M Sell
2021
Q4
$4.5M Buy
2021
Q3
$2.04M Sell
2021
Q2
$3.25M Buy