Advisors Management Group’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 | $6.41M | Sell |
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|
2025
Q1 | $5.52M | Sell |
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|
2024
Q4 | $5.42M | Sell |
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|
2024
Q3 | $4.84M | Buy |
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|
2024
Q2 | $4.63M | Buy |
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|
2024
Q1 | $4.36M | Sell |
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|
2023
Q4 | $3.91M | Buy |
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|
2023
Q3 | $3.29M | Sell |
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|
2023
Q2 | $3.31M | Buy |
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|
2023
Q1 | $2.95M | Buy |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.22M | Buy |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $2.82M | Buy |
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|
2021
Q4 | $3.27M | Sell |
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|
2021
Q3 | $3.41M | Buy |
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|
2021
Q2 | $3.22M | Sell |
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|
2021
Q1 | $3.15M | Sell |
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|
2020
Q4 | $2.66M | Buy |
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|
2020
Q3 | $1.99M | Buy |
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|
2020
Q2 | $1.94M | Sell |
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|
2020
Q1 | $1.91M | Buy |
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|
2019
Q4 | $221K | Buy |
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