Annex Advisory Services’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 | $15.5M | Buy |
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|
2025
Q1 | $12.9M | Sell |
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|
2024
Q4 | $13.2M | Buy |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $22M | Buy |
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|
2024
Q1 | $20.3M | Buy |
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|
2023
Q4 | $16.8M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $9.75M | Buy |
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|
2022
Q4 | $4.55M | Buy |
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|
2022
Q3 | $3.48M | Sell |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $4.44M | Sell |
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|
2021
Q4 | $7.29M | Buy |
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|
2021
Q3 | $7.12M | Buy |
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|
2021
Q2 | $6.35M | Buy |
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|
2021
Q1 | $5.78M | Sell |
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|
2020
Q4 | $4.87M | Buy |
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|
2020
Q3 | $3.49M | Buy |
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|
2020
Q2 | $3.27M | Buy |
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|
2020
Q1 | $2.84M | Buy |
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|
2019
Q4 | $4.02M | Buy |
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|
2019
Q3 | $3.32M | Buy |
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|
2019
Q2 | $3.05M | Buy |
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|
2019
Q1 | $2.27M | Sell |
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|
2018
Q4 | $2.21M | Buy |
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|
2018
Q3 | $2.29M | Buy |
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|
2018
Q2 | $1.96M | Buy |
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|
2018
Q1 | $1.96M | Buy |
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|
2017
Q4 | $1.77M | Buy |
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|
2017
Q3 | $1.49M | Buy |
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|
2017
Q2 | $1.3M | Buy |
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|
2017
Q1 | $1.13M | Buy |
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|
2016
Q4 | $984K | Buy |
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|
2016
Q3 | $732K | Buy |
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|
2016
Q2 | $653K | Buy |
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|
2016
Q1 | $617K | Sell |
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|
2015
Q4 | $708K | Buy |
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|
2015
Q3 | $583K | Buy |
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|
2015
Q2 | $466K | Buy |
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|
2015
Q1 | $302K | Buy |
|