Cedar Mountain 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 | $101K | Buy |
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|
2025
Q2 | $63.2K | Hold |
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|
2025
Q1 | $53.4K | Buy |
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|
2024
Q4 | $52.1K | Sell |
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|
2024
Q3 | $52.9K | Sell |
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|
2024
Q2 | $54.1K | Sell |
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|
2024
Q1 | $62.7K | Sell |
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|
2023
Q4 | $59K | Buy |
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|
2023
Q3 | $50.2K | Sell |
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|
2023
Q2 | $59.5K | Buy |
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|
2023
Q1 | $50.9K | Buy |
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|
2022
Q4 | $52.3K | Hold |
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|
2022
Q3 | $41K | Buy |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $64K | Buy |
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|
2021
Q2 | $51K | Buy |
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|
2021
Q1 | $49K | Sell |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $33K | Buy |
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|
2020
Q2 | $32K | Buy |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $65K | Buy |
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