Ballew 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 | $371K | Buy |
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|
2025
Q2 | $361K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $64K | Sell |
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|
2018
Q2 | $126K | Buy |
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|
2018
Q1 | $65K | Buy |
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