AP
Advisors Preferred’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.63M | Hold |
12,500
| – | – | 0.6% | 38 |
|
2025
Q1 | $3.05M | Buy |
+12,500
| New | +$3.05M | 0.41% | 50 |
|
2019
Q3 | – | Sell |
-117
| Closed | -$13K | – | 256 |
|
2019
Q2 | $13K | Buy |
+117
| New | +$13K | ﹤0.01% | 206 |
|
2016
Q2 | – | Sell |
-1,020
| Closed | -$60K | – | 265 |
|
2016
Q1 | $60K | Buy |
1,020
+236
| +30% | +$13.9K | 0.03% | 81 |
|
2015
Q4 | $52K | Buy |
+784
| New | +$52K | 0.03% | 87 |
|
2015
Q1 | – | Sell |
-550
| Closed | -$34.4K | – | 310 |
|
2014
Q4 | $34.4K | Buy |
+550
| New | +$34.4K | 0.02% | 234 |
|