Cahill 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 | $1.99M | Sell |
|
|||||
|
2025
Q1 | $1.78M | Buy |
|
|||||
|
2024
Q4 | $1.68M | Buy |
|
|||||
|
2024
Q3 | $1.16M | Buy |
|
|||||
|
2024
Q2 | $995K | Buy |
|
|||||
|
2024
Q1 | $962K | Buy |
|
|||||
|
2023
Q4 | $563K | Sell |
|
|||||
|
2023
Q3 | $528K | Sell |
|
|||||
|
2023
Q2 | $834K | Buy |
|
|||||
|
2023
Q1 | $484K | Sell |
|
|||||
|
2022
Q4 | $876K | Buy |
|
|||||
|
2022
Q3 | $567K | Buy |
|
|||||
|
2022
Q2 | $595K | Buy |
|
|||||
|
2022
Q1 | $567K | Sell |
|
|||||
|
2021
Q4 | $669K | Sell |
|
|||||
|
2021
Q3 | $695K | Buy |
|
|||||
|
2021
Q2 | $612K | Sell |
|
|||||
|
2021
Q1 | $605K | Buy |
|
|||||
|
2020
Q4 | $358K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $210K | Buy |
|