Asset Advisors Investment 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
Q2 | $2.22M | Hold |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.57M | Hold |
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|
2024
Q2 | $1.51M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q4 | $480K | Buy |
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|
2019
Q3 | $349K | Sell |
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|
2019
Q2 | $405K | Buy |
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|
2019
Q1 | $363K | Hold |
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|
2018
Q4 | $350K | Sell |
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|
2018
Q3 | $898K | Buy |
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