Citadel 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
Q3 | $2.71M | Hold |
|
|||||
|
2025
Q2 | $2.49M | Sell |
|
|||||
|
2025
Q1 | $2.18M | Hold |
|
|||||
|
2024
Q4 | $2.13M | Sell |
|
|||||
|
2024
Q3 | $1.88M | Hold |
|
|||||
|
2024
Q2 | $1.81M | Hold |
|
|||||
|
2024
Q1 | $1.79M | Hold |
|
|||||
|
2023
Q4 | $1.52M | Hold |
|
|||||
|
2023
Q3 | $1.3M | Sell |
|
|||||
|
2023
Q2 | $1.3M | Sell |
|
|||||
|
2023
Q1 | $1.19M | Hold |
|
|||||
|
2022
Q4 | $1.22M | Sell |
|
|||||
|
2022
Q3 | $963K | Buy |
|
|||||
|
2022
Q2 | $1.02M | Sell |
|
|||||
|
2022
Q1 | $1.26M | Sell |
|
|||||
|
2021
Q4 | $1.47M | Sell |
|
|||||
|
2021
Q3 | $1.55M | Hold |
|
|||||
|
2021
Q2 | $1.48M | Hold |
|
|||||
|
2021
Q1 | $1.45M | Hold |
|
|||||
|
2020
Q4 | $1.21M | Buy |
|