Advocate Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
40,519
-1,315
| -3% | -$381K | 2.1% | 9 |
|
|
2025
Q1 | $10.3M | Sell |
41,834
-2,257
| -5% | -$554K | 1.87% | 11 |
|
|
2024
Q4 | $10.6M | Sell |
44,091
-737
| -2% | -$177K | 1.99% | 10 |
|
|
2024
Q3 | $9.45M | Buy |
44,828
+419
| +0.9% | +$88.4K | 1.71% | 13 |
|
|
2024
Q2 | $8.98M | Buy |
44,409
+1,253
| +3% | +$253K | 1.81% | 13 |
|
|
2024
Q1 | $8.64M | Buy |
43,156
+4,446
| +11% | +$891K | 1.72% | 15 |
|
|
2023
Q4 | $6.58M | Buy |
38,710
+4,360
| +13% | +$742K | 1.41% | 26 |
|
|
2023
Q3 | $4.98M | Buy |
34,350
+11,244
| +49% | +$1.63M | 1.15% | 37 |
|
|
2023
Q2 | $3.36M | Buy |
23,106
+15,843
| +218% | +$2.3M | 0.74% | 54 |
|
|
2023
Q1 | $946K | Buy |
7,263
+3,780
| +109% | +$493K | 0.21% | 80 |
|
|
2022
Q4 | $467K | Buy |
3,483
+484
| +16% | +$64.9K | 0.1% | 94 |
|
|
2022
Q3 | $313K | Buy |
2,999
+865
| +41% | +$90.3K | 0.08% | 96 |
|
|
2022
Q2 | $240K | Buy |
+2,134
| New | +$240K | 0.06% | 107 |
|