Carson Advisory’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 | $2.88M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $2.26M | Sell |
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|
2024
Q2 | $2.22M | Sell |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $1.92M | Sell |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.3M | Buy |
|