Bellwether 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 | $306K | Sell |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $12.6K | Sell |
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|
2022
Q4 | $19.5K | Sell |
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|
2022
Q3 | $51K | Buy |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $34K | Sell |
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|
2021
Q1 | $55K | Buy |
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|
2020
Q4 | $11K | Buy |
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