Ballast 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
Q2 | $13.1M | Sell |
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|
2025
Q1 | $11.3M | Sell |
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|
2024
Q4 | $11.7M | Sell |
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|
2024
Q3 | $10.4M | Sell |
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|
2024
Q2 | $10.1M | Sell |
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|
2024
Q1 | $10.3M | Sell |
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|
2023
Q4 | $8.75M | Sell |
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|
2023
Q3 | $7.47M | Sell |
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|
2023
Q2 | $8.03M | Buy |
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|
2023
Q1 | $7.13M | Sell |
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|
2022
Q4 | $7.39M | Buy |
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|
2022
Q3 | $5.6M | Buy |
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|
2022
Q2 | $5.93M | Buy |
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|
2022
Q1 | $7.07M | Buy |
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|
2021
Q4 | $7.82M | Sell |
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|
2021
Q3 | $8.11M | Sell |
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|
2021
Q2 | $7.72M | Sell |
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|
2021
Q1 | $7.59M | Buy |
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|
2020
Q4 | $6.32M | Buy |
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|
2020
Q3 | $4.77M | Buy |
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|
2020
Q2 | $3.17M | Buy |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $355K | Buy |
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