Cambridge 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 | $1.55M | Sell |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.36M | Hold |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $788K | Hold |
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|
2023
Q2 | $790K | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $972K | Buy |
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|
2022
Q2 | $767K | Sell |
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|
2022
Q1 | $963K | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $836K | Sell |
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|
2020
Q3 | $644K | Buy |
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|
2020
Q2 | $629K | Sell |
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|
2020
Q1 | $809K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $949K | Buy |
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|
2019
Q2 | $899K | Sell |
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|
2019
Q1 | $954K | Sell |
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|
2018
Q4 | $942K | Buy |
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|
2018
Q3 | $778K | Sell |
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|
2018
Q2 | $974K | Buy |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $783K | Buy |
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|
2017
Q2 | $747K | Buy |
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|
2017
Q1 | $702K | Sell |
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|
2016
Q4 | $734K | Buy |
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|
2016
Q3 | $484K | Buy |
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|
2016
Q2 | $449K | Buy |
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|
2016
Q1 | $425K | Buy |
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|
2015
Q4 | $471K | Buy |
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|
2015
Q3 | $432K | Buy |
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|
2015
Q2 | $478K | Sell |
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|
2015
Q1 | $2.46M | Buy |
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|
2014
Q4 | $387K | Buy |
|