Aspire Private Capital’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 | $1.68M | Hold |
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|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $949K | Buy |
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|
2024
Q2 | $892K | Buy |
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|
2024
Q1 | $866K | Buy |
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|
2023
Q4 | $647K | Buy |
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|
2023
Q3 | $67.8K | Buy |
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|
2023
Q2 | $60.7K | Buy |
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|
2023
Q1 | $54.4K | Buy |
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|
2022
Q4 | $55.1K | Hold |
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|
2022
Q3 | $43K | Sell |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $748K | Buy |
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|
2021
Q3 | $594K | Sell |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q2 | $88K | Buy |
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|
2020
Q1 | $77K | Sell |
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|
2019
Q4 | $186K | Buy |
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|
2019
Q3 | $145K | Buy |
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|
2019
Q2 | $122K | Buy |
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|
2019
Q1 | $101K | Sell |
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|
2018
Q4 | $129K | Buy |
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