Astoria Portfolio 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
Q3 | $2.52M | Sell |
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|
2025
Q2 | $2.72M | Sell |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $2.66M | Buy |
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|
2024
Q3 | $2.36M | Sell |
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|
2024
Q2 | $2.95M | Buy |
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|
2024
Q1 | $2.65M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q2 | $651K | Buy |
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|
2023
Q1 | $544K | Sell |
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|
2022
Q4 | $624K | Sell |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $722K | Buy |
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|
2022
Q1 | $512K | Buy |
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|
2021
Q4 | $519K | Buy |
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