Benjamin Edwards Inc’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 | $37.5M | Buy |
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|
2025
Q1 | $30.8M | Sell |
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|
2024
Q4 | $35.3M | Buy |
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|
2024
Q3 | $29.7M | Buy |
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|
2024
Q2 | $5.42M | Sell |
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|
2024
Q1 | $5.42M | Buy |
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|
2023
Q4 | $4.37M | Buy |
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|
2023
Q3 | $3.55M | Buy |
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|
2023
Q2 | $2.49M | Sell |
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|
2023
Q1 | $2.68M | Buy |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q3 | $807K | Buy |
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|
2021
Q2 | $564K | Sell |
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|
2021
Q1 | $756K | Sell |
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|
2020
Q4 | $788K | Buy |
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|
2020
Q3 | $121K | Buy |
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|
2020
Q2 | $74K | Sell |
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|
2020
Q1 | $73K | Sell |
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|
2019
Q4 | $574K | Buy |
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|
2019
Q3 | $74K | Sell |
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|
2019
Q2 | $78K | Hold |
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|
2019
Q1 | $71K | Buy |
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