Brendel Financial 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 | $3.74M | Sell |
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|
2025
Q1 | $3.28M | Sell |
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|
2024
Q4 | $3.21M | Sell |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $2.72M | Sell |
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|
2024
Q1 | $2.69M | Hold |
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|
2023
Q4 | $2.29M | Sell |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.69M | Buy |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $2.45M | Buy |
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|
2021
Q2 | $2.33M | Sell |
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|
2021
Q1 | $3.33M | Hold |
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|
2020
Q4 | $2.78M | Hold |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $2.06M | Hold |
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|
2020
Q1 | $1.98M | Hold |
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|
2019
Q4 | $3.06M | Hold |
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|
2019
Q3 | $2.58M | Hold |
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|
2019
Q2 | $2.45M | Hold |
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|
2019
Q1 | $2.22M | Hold |
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|
2018
Q4 | $2.14M | Buy |
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