Cladis 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 | $2.12M | Buy |
|
|||||
|
2025
Q1 | $1.75M | Hold |
|
|||||
|
2024
Q4 | $1.71M | Hold |
|
|||||
|
2024
Q3 | $1.51M | Sell |
|
|||||
|
2024
Q2 | $1.45M | Hold |
|
|||||
|
2024
Q1 | $1.44M | Hold |
|
|||||
|
2023
Q4 | $1.22M | Hold |
|
|||||
|
2023
Q3 | $1.04M | Buy |
|
|||||
|
2023
Q2 | $1.03M | Buy |
|
|||||
|
2023
Q1 | $909K | Buy |
|
|||||
|
2022
Q4 | $922K | Buy |
|
|||||
|
2022
Q3 | $715K | Buy |
|
|||||
|
2022
Q2 | $748K | Hold |
|
|||||
|
2022
Q1 | $906K | Buy |
|
|||||
|
2021
Q4 | $521K | Buy |
|