Cadent Capital 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 | $1.34M | Buy |
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|
2025
Q2 | $538K | Sell |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $462K | Buy |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $270K | Buy |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $323K | Sell |
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|
2021
Q3 | $353K | Sell |
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|
2021
Q2 | $342K | Buy |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $248K | Buy |
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