Ameritas Advisory Services’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 | $5.56M | Sell |
19,178
-15,597
| -45% | -$4.52M | 0.29% | 69 |
|
|
2025
Q1 | $8.45M | Sell |
34,775
-9,733
| -22% | -$2.36M | 0.34% | 54 |
|
|
2024
Q4 | $10.7M | Buy |
44,508
+10,107
| +29% | +$2.42M | 0.37% | 53 |
|
|
2024
Q3 | $7.25M | Sell |
34,401
-12,875
| -27% | -$2.71M | 0.31% | 70 |
|
|
2024
Q2 | $9.56M | Sell |
47,276
-418
| -0.9% | -$84.5K | 0.36% | 55 |
|
|
2024
Q1 | $9.31M | Buy |
47,694
+15,309
| +47% | +$2.99M | 0.38% | 54 |
|
|
2023
Q4 | $5.6M | Sell |
32,385
-12,525
| -28% | -$2.17M | 0.31% | 74 |
|
|
2023
Q3 | $6.54M | Buy |
44,910
+21,457
| +91% | +$3.12M | 0.33% | 57 |
|
|
2023
Q2 | $3.39M | Sell |
23,453
-11,343
| -33% | -$1.64M | 0.44% | 47 |
|
|
2023
Q1 | $4.74M | Sell |
34,796
-6,831
| -16% | -$931K | 0.24% | 85 |
|
|
2022
Q4 | $5.58M | Buy |
41,627
+10,289
| +33% | +$1.38M | 0.26% | 92 |
|
|
2022
Q3 | $3.28M | Buy |
31,338
+590
| +2% | +$61.7K | 0.2% | 111 |
|
|
2022
Q2 | $3.46M | Buy |
30,748
+1,755
| +6% | +$198K | 0.2% | 111 |
|
|
2022
Q1 | $3.95M | Buy |
28,993
+812
| +3% | +$111K | 0.14% | 116 |
|
|
2021
Q4 | $4.46M | Buy |
+28,181
| New | +$4.46M | 0.16% | 104 |
|