Aptus Capital 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
Q3 | $96.5M | Sell |
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|
2025
Q2 | $91.1M | Buy |
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|
2025
Q1 | $74.1M | Buy |
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|
2024
Q4 | $72.3M | Buy |
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|
2024
Q3 | $49.9M | Buy |
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|
2024
Q2 | $41.8M | Buy |
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|
2024
Q1 | $35.8M | Buy |
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|
2023
Q4 | $27.5M | Sell |
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|
2023
Q3 | $25.1M | Buy |
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|
2023
Q2 | $24.1M | Sell |
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|
2023
Q1 | $22.7M | Buy |
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|
2022
Q4 | $21.7M | Buy |
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|
2022
Q3 | $16.1M | Buy |
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|
2022
Q2 | $15.5M | Buy |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q4 | $17.3M | Buy |
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|
2021
Q3 | $15.8M | Buy |
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|
2021
Q2 | $13.2M | Buy |
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|
2021
Q1 | $11.2M | Sell |
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|
2020
Q4 | $12M | Buy |
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|
2020
Q3 | $6.18M | Buy |
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|
2020
Q2 | $5.52M | Buy |
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|
2020
Q1 | $5.07M | Buy |
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|
2019
Q4 | $7.46M | Buy |
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|
2019
Q3 | $4.17M | Buy |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.27M | Buy |
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|
2018
Q4 | $211K | Buy |
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