Benchmark 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
Q1 | $2.4M | Buy |
|
|||||
|
2024
Q4 | $1.74M | Buy |
|
|||||
|
2024
Q3 | $1.52M | Buy |
|
|||||
|
2024
Q2 | $1.41M | Buy |
|
|||||
|
2024
Q1 | $1.17M | Buy |
|
|||||
|
2023
Q4 | $830K | Buy |
|
|||||
|
2023
Q3 | $680K | Buy |
|
|||||
|
2023
Q2 | $669K | Buy |
|
|||||
|
2023
Q1 | $598K | Sell |
|
|||||
|
2022
Q4 | $1.05M | Sell |
|
|||||
|
2022
Q3 | $848K | Sell |
|
|||||
|
2022
Q2 | $954K | Sell |
|
|||||
|
2022
Q1 | $1.34M | Buy |
|
|||||
|
2021
Q4 | $1.39M | Buy |
|