Ascension 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
Q2 | $441K | Hold |
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|
2025
Q1 | $373K | Hold |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
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