Bell Investment 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 | $574K | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $171K | Buy |
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|
2023
Q1 | $141K | Sell |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q3 | $83K | Sell |
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|
2022
Q2 | $112K | Buy |
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|
2021
Q4 | $114K | Sell |
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|
2021
Q3 | $139K | Buy |
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