Capital Advantage’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 | $1.01M | Buy |
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|
2025
Q2 | $930K | Sell |
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|
2025
Q1 | $807K | Hold |
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|
2024
Q4 | $807K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | $252K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $210K | Buy |
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|
2018
Q3 | $241K | Buy |
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|
2018
Q2 | $222K | Buy |
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|
2018
Q1 | $209K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $242K | Buy |
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