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