Arax Advisory Partners’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 | $9.26M | Buy |
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|
2025
Q1 | $4.45M | Sell |
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|
2024
Q4 | $4.59M | Buy |
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|
2024
Q3 | $2.02M | Sell |
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|
2024
Q2 | $1.96M | Buy |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $915K | Sell |
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|
2022
Q4 | $965K | Buy |
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|
2022
Q3 | $749K | Buy |
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|
2022
Q2 | $788K | Buy |
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|
2022
Q1 | $863K | Buy |
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|
2021
Q4 | $964K | Buy |
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|
2021
Q3 | $896K | Sell |
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|
2021
Q2 | $879K | Buy |
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|
2020
Q4 | $655K | Buy |
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|
2020
Q3 | $487K | Buy |
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|
2020
Q2 | $459K | Sell |
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|
2020
Q1 | $485K | Buy |
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|
2019
Q4 | $699K | Sell |
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|
2019
Q3 | $628K | Sell |
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|
2019
Q2 | $606K | Buy |
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|
2018
Q4 | $582K | Buy |
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|
2018
Q3 | $551K | Sell |
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|
2018
Q2 | $631K | Buy |
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|
2018
Q1 | $542K | Buy |
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|
2017
Q4 | $502K | Buy |
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|
2017
Q3 | $446K | Sell |
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|
2017
Q2 | $434K | Sell |
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|
2017
Q1 | $426K | Buy |
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|
2016
Q4 | $329K | Buy |
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