Ascent Group’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 | $25.6M | Buy |
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|
2025
Q2 | $23.4M | Buy |
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|
2025
Q1 | $18.3M | Buy |
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|
2024
Q4 | $15.1M | Buy |
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|
2024
Q3 | $12.5M | Buy |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $9.73M | Buy |
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|
2023
Q4 | $8.34M | Buy |
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|
2023
Q3 | $6.47M | Sell |
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|
2023
Q2 | $7.84M | Buy |
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|
2023
Q1 | $5.82M | Buy |
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|
2022
Q4 | $4.63M | Buy |
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|
2022
Q3 | $4.17M | Buy |
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|
2022
Q2 | $3.63M | Buy |
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|
2022
Q1 | $4.01M | Sell |
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|
2021
Q4 | $4.34M | Buy |
|