Avondale Wealth 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 | $399K | Hold |
|
|||||
|
2025
Q1 | $337K | Hold |
|
|||||
|
2024
Q4 | $330K | Hold |
|
|||||
|
2024
Q3 | $290K | Hold |
|
|||||
|
2024
Q2 | $278K | Hold |
|
|||||
|
2024
Q1 | $275K | Sell |
|
|||||
|
2023
Q4 | $276K | Hold |
|
|||||
|
2023
Q3 | $236K | Sell |
|
|||||
|
2023
Q2 | $345K | Sell |
|
|||||
|
2023
Q1 | $472K | Buy |
|
|||||
|
2022
Q4 | $483K | Sell |
|
|||||
|
2022
Q3 | $481K | Sell |
|
|||||
|
2022
Q2 | $549K | Buy |
|
|||||
|
2022
Q1 | $511K | Buy |
|
|||||
|
2021
Q4 | $475K | Sell |
|
|||||
|
2021
Q3 | $835K | Buy |
|
|||||
|
2021
Q2 | $700K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $21K | Hold |
|
|||||
|
2020
Q1 | $21K | Hold |
|
|||||
|
2019
Q4 | $32K | Hold |
|
|||||
|
2019
Q3 | $27K | Hold |
|
|||||
|
2019
Q2 | $25K | Sell |
|
|||||
|
2019
Q1 | $43K | Hold |
|
|||||
|
2018
Q4 | $42K | Hold |
|
|||||
|
2018
Q3 | $48K | Hold |
|
|||||
|
2018
Q2 | $45K | Hold |
|
|||||
|
2018
Q1 | $47K | Hold |
|
|||||
|
2017
Q4 | $46K | Buy |
|