Arbor Investment 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 | $707K | Sell |
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|
2025
Q2 | $839K | Hold |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | $692K | Sell |
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|
2024
Q3 | $616K | Hold |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $375K | Hold |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $516K | Sell |
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|
2022
Q1 | $686K | Buy |
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|
2021
Q4 | $747K | Hold |
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|
2021
Q3 | $772K | Hold |
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|
2021
Q2 | $734K | Buy |
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|
2021
Q1 | $714K | Hold |
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|
2020
Q4 | $596K | Buy |
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|
2020
Q3 | $444K | Buy |
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|
2020
Q2 | $433K | Buy |
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|
2020
Q1 | $361K | Sell |
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|
2019
Q4 | $592K | Sell |
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|
2019
Q3 | $503K | Buy |
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|
2019
Q2 | $456K | Buy |
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|
2019
Q1 | $385K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $367K | Sell |
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|
2014
Q3 | $387K | Sell |
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|
2014
Q2 | $391K | Hold |
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|
2014
Q1 | $412K | Buy |
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