Asset Planning Services Inc’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 | $13.3M | Buy |
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|
2025
Q2 | $12.1M | Sell |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $8.96M | Sell |
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|
2024
Q2 | $8.67M | Sell |
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|
2024
Q1 | $8.73M | Sell |
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|
2023
Q4 | $7.51M | Sell |
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|
2023
Q3 | $6.49M | Buy |
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|
2023
Q2 | $6.49M | Sell |
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|
2023
Q1 | $5.86M | Sell |
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|
2022
Q4 | $6.25M | Buy |
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|
2022
Q3 | $4.86M | Sell |
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|
2022
Q2 | $5.25M | Buy |
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|
2022
Q1 | $6.29M | Buy |
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|
2021
Q4 | $7.07M | Sell |
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|
2021
Q3 | $7.49M | Hold |
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|
2021
Q2 | $7.12M | Sell |
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|
2021
Q1 | $7.02M | Sell |
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|
2020
Q4 | $5.87M | Sell |
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|
2020
Q3 | $4.46M | Buy |
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|
2020
Q2 | $4.25M | Buy |
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|
2020
Q1 | $4.05M | Buy |
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|
2019
Q4 | $6.19M | Buy |
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|
2019
Q3 | $5.03M | Buy |
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|
2019
Q2 | $4.61M | Buy |
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|
2019
Q1 | $3.97M | Buy |
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|
2018
Q4 | $442K | Hold |
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|
2018
Q3 | $511K | Hold |
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|
2018
Q2 | $472K | Hold |
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|
2018
Q1 | $498K | Hold |
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|
2017
Q4 | $485K | Hold |
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|
2017
Q3 | $432K | Hold |
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|
2017
Q2 | $414K | Hold |
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|
2017
Q1 | $398K | Hold |
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|
2016
Q4 | $391K | Buy |
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