Burt Wealth 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
Q3 | $1.73M | Sell |
5,487
-64
| -1% | -$19K | 0.42% | 31 |
|
|
2025
Q2 | $1.61M | Hold |
5,551
| – | – | 0.37% | 34 |
|
|
2025
Q1 | $1.36M | Buy |
5,551
+220
| +4% | +$56.1K | 0.34% | 32 |
|
|
2024
Q4 | $1.28M | Sell |
5,331
-98
| -2% | -$22.8K | 0.32% | 34 |
|
|
2024
Q3 | $1.14M | Sell |
5,429
-58
| -1% | -$12.2K | 0.28% | 35 |
|
|
2024
Q2 | $1.11M | Sell |
5,487
-174
| -3% | -$34K | 0.29% | 35 |
|
|
2024
Q1 | $1.13M | Buy |
5,661
+235
| +4% | +$42.4K | 0.29% | 35 |
|
|
2023
Q4 | $923K | Hold |
5,426
| – | – | 0.26% | 39 |
|
|
2023
Q3 | $787K | Hold |
5,426
| – | – | 0.24% | 38 |
|
|
2023
Q2 | $789K | Sell |
5,426
-188
| -3% | -$25.9K | 0.24% | 40 |
|
|
2023
Q1 | $732K | Buy |
5,614
+43
| +0.8% | +$5.89K | 0.23% | 37 |
|
|
2022
Q4 | $747K | Buy |
5,571
+114
| +2% | +$14.4K | 0.25% | 39 |
|
|
2022
Q3 | $570K | Buy |
5,457
+60
| +1% | +$6.89K | 0.23% | 38 |
|
|
2022
Q2 | $608K | Hold |
5,397
| – | – | 0.21% | 40 |
|
|
2022
Q1 | $736K | Hold |
5,397
| – | – | 0.22% | 38 |
|
|
2021
Q4 | $855K | Hold |
5,397
| – | – | 0.28% | 33 |
|
|
2021
Q3 | $883K | Buy |
5,397
+10
| +0.2% | +$1.57K | 0.28% | 31 |
|
|
2021
Q2 | $838K | Hold |
5,387
| – | – | 0.3% | 26 |
|
|
2021
Q1 | $820K | Sell |
5,387
-6
| -0.1% | -$863 | 0.3% | 30 |
|
|
2020
Q4 | $685K | Hold |
5,393
| – | – | 0.24% | 35 |
|
|
2020
Q3 | $519K | Sell |
5,393
-22
| -0.4% | -$2.16K | 0.19% | 40 |
|
|
2020
Q2 | $509K | Buy |
5,415
+1,268
| +31% | +$120K | 0.21% | 37 |
|
|
2020
Q1 | $373K | Buy |
4,147
+95
| +2% | +$11.5K | 0.17% | 47 |
|
|
2019
Q4 | $565K | Sell |
4,052
-93
| -2% | -$11.9K | 0.22% | 39 |
|
|
2019
Q3 | $488K | Hold |
4,145
| – | – | 0.2% | 42 |
|
|
2019
Q2 | $463K | Sell |
4,145
-40
| -1% | -$4.41K | 0.2% | 42 |
|
|
2019
Q1 | $424K | Buy |
4,185
+40
| +1% | +$4.12K | 0.19% | 45 |
|
|
2018
Q4 | $405K | Hold |
4,145
| – | – | 0.19% | 52 |
|
|
2018
Q3 | $468K | Sell |
4,145
-610
| -13% | -$69.2K | 0.21% | 42 |
|
|
2018
Q2 | $495K | Sell |
4,755
-75
| -2% | -$8.23K | 0.24% | 37 |
|
|
2018
Q1 | $531K | Sell |
4,830
-206
| -4% | -$23.3K | 0.27% | 34 |
|
|
2017
Q4 | $539K | Buy |
5,036
+357
| +8% | +$36.1K | 0.34% | 31 |
|
|
2017
Q3 | $447K | Buy |
4,679
+343
| +8% | +$31.6K | 0.29% | 37 |
|
|
2017
Q2 | $396K | Hold |
4,336
| – | – | 0.27% | 38 |
|
|
2017
Q1 | $381K | Sell |
4,336
-134
| -3% | -$11.8K | 0.27% | 39 |
|
|
2016
Q4 | $386K | Buy |
4,470
+321
| +8% | +$24.5K | 0.34% | 42 |
|
|
2016
Q3 | $276K | Buy |
4,149
+1
| +0% | +$65 | 0.29% | 47 |
|
|
2016
Q2 | $257K | Sell |
4,148
-37
| -0.9% | -$2.31K | 0.29% | 46 |
|
|
2016
Q1 | $248K | Sell |
4,185
-161
| -4% | -$9.4K | 0.23% | 51 |
|
|
2015
Q4 | $28K | Buy |
4,346
+200
| +5% | +$13K | 0.02% | 177 |
|
|
2015
Q3 | $252K | Buy |
4,146
+176
| +4% | +$11.5K | 0.31% | 40 |
|
|
2015
Q2 | $269K | Buy |
3,970
+1
| +0% | +$65 | 0.29% | 49 |
|
|
2015
Q1 | $240K | Buy |
3,969
+1
| +0% | +$59 | 0.24% | 45 |
|
|
2014
Q4 | $248K | Buy |
+3,968
| New | +$239K | 0.26% | 49 |
|
Other funds holding JPM
