Ardent Capital Management’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 | $1.26M | Sell |
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|
2025
Q2 | $1.16M | Hold |
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|
2025
Q1 | $978K | Sell |
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|
2024
Q4 | $988K | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $2.2M | Sell |
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|
2023
Q4 | $6.97M | Sell |
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|
2023
Q3 | $5.95M | Sell |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $10.6M | Sell |
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|
2022
Q3 | $8.28M | Hold |
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|
2022
Q2 | $8.92M | Sell |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $12.2M | Buy |
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