CGN 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 | $4M | Sell |
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|
2025
Q2 | $3.8M | Buy |
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|
2025
Q1 | $3.21M | Sell |
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|
2024
Q4 | $3.71M | Sell |
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|
2024
Q3 | $3.82M | Buy |
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|
2024
Q2 | $3.52M | Sell |
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|
2024
Q1 | $3.5M | Buy |
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|
2023
Q4 | $2.96M | Sell |
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|
2023
Q3 | $2.66M | Buy |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $769K | Buy |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $779K | Buy |
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|
2021
Q3 | $781K | Buy |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $585K | Sell |
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|
2020
Q4 | $628K | Buy |
|