Cary Street Partners Investment 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 | $2.64M | Buy |
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|
2025
Q1 | $2.1M | Buy |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $21.9M | Sell |
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|
2024
Q2 | $21.1M | Buy |
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|
2024
Q1 | $20.4M | Sell |
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|
2023
Q4 | $17.4M | Sell |
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|
2023
Q3 | $14.9M | Buy |
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|
2023
Q2 | $9.83M | Buy |
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|
2023
Q1 | $7.63M | Sell |
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|
2022
Q4 | $7.97M | Sell |
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|
2022
Q3 | $6.35M | Buy |
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|
2022
Q2 | $6.1M | Buy |
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|
2022
Q1 | $3.64M | Buy |
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|
2021
Q4 | $3.83M | Buy |
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|
2021
Q3 | $3.29M | Buy |
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|
2021
Q2 | $2.98M | Buy |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $3.26M | Sell |
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|
2020
Q3 | $4.07M | Buy |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $398K | Sell |
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|
2019
Q4 | $731K | Buy |
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|
2018
Q4 | $367K | Buy |
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