ARC
Advisor Resource Council’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
4,280
-30,823
| -88% | -$8.94M | 0.48% | 35 |
|
|
2025
Q1 | $7.6M | Buy |
+35,103
| New | +$7.6M | 0.61% | 32 |
|
|
2024
Q4 | – | Sell |
-21,000
| Closed | -$4.43M | – | 172 |
|
|
2024
Q3 | $4.43M | Buy |
+21,000
| New | +$4.43M | 2% | 7 |
|
|
2024
Q2 | – | Sell |
-21,571
| Closed | -$3.67M | – | 136 |
|
|
2024
Q1 | $3.67M | Sell |
21,571
-6,401
| -23% | -$1.09M | 1.55% | 11 |
|
|
2023
Q4 | $4.76M | Buy |
27,972
+21,710
| +347% | +$3.69M | 0.55% | 44 |
|
|
2023
Q3 | $908K | Buy |
6,262
+742
| +13% | +$108K | 0.47% | 34 |
|
|
2023
Q2 | $803K | Sell |
5,520
-23,474
| -81% | -$3.41M | 0.36% | 47 |
|
|
2023
Q1 | $3.73M | Buy |
28,994
+23,905
| +470% | +$3.07M | 0.94% | 20 |
|
|
2022
Q4 | $682K | Buy |
5,089
+464
| +10% | +$62.2K | 0.33% | 60 |
|
|
2022
Q3 | $484K | Sell |
4,625
-16,702
| -78% | -$1.75M | 0.33% | 81 |
|
|
2022
Q2 | $2.4M | Buy |
21,327
+9,341
| +78% | +$1.05M | 0.22% | 94 |
|
|
2022
Q1 | $1.63M | Sell |
11,986
-16,425
| -58% | -$2.24M | 0.49% | 56 |
|
|
2021
Q4 | $4.5M | Buy |
28,411
+15,922
| +127% | +$2.52M | 0.35% | 54 |
|
|
2021
Q3 | $2.04M | Sell |
12,489
-8,376
| -40% | -$1.37M | 0.62% | 40 |
|
|
2021
Q2 | $3.25M | Buy |
+20,865
| New | +$3.25M | 0.34% | 63 |
|