Bluesphere 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 | $1.2M | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $872K | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $914K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $1.94M | Sell |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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