Arbor Trust Wealth 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 | $5.26M | Sell |
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|
2025
Q2 | $4.86M | Sell |
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|
2025
Q1 | $4.5M | Sell |
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|
2024
Q4 | $4.48M | Sell |
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|
2024
Q3 | $3.81M | Hold |
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|
2024
Q2 | $3.81M | Buy |
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|
2024
Q1 | $3.7M | Buy |
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|
2023
Q4 | $3.17M | Buy |
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|
2023
Q3 | $2.69M | Buy |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.23M | Hold |
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|
2022
Q4 | $2.29M | Buy |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $2.79M | Sell |
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|
2021
Q3 | $2.89M | Buy |
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|
2021
Q2 | $2.68M | Buy |
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|
2021
Q1 | $2.58M | Buy |
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|
2020
Q4 | $2.14M | Buy |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $1.53M | Sell |
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|
2020
Q1 | $1.49M | Sell |
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|
2019
Q4 | $2.31M | Buy |
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