Apeiron RIA’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
Q3 | $696K | Buy |
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|
2025
Q2 | $618K | Sell |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $671K | Buy |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $431K | Buy |
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