Altman Advisors’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 | $2.66M | Buy |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $2.17M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.86M | Buy |
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|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $2.16M | Buy |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $2.03M | Buy |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $2.51M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $615K | Sell |
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|
2019
Q4 | $3.66M | Sell |
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|
2019
Q3 | $3.12M | Buy |
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|
2019
Q2 | $2.96M | Buy |
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|
2019
Q1 | $2.65M | Buy |
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|
2018
Q4 | $2.55M | Sell |
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|
2018
Q3 | $2.98M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.36M | Buy |
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|
2017
Q4 | $3.25M | Buy |
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