Cohen Investment 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 | $7.22M | Buy |
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|
2025
Q2 | $6.56M | Buy |
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|
2025
Q1 | $5.45M | Buy |
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|
2024
Q4 | $5.32M | Buy |
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|
2024
Q3 | $4.68M | Buy |
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|
2024
Q2 | $3.13M | Sell |
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|
2024
Q1 | $4.38M | Buy |
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|
2023
Q4 | $3.66M | Sell |
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|
2023
Q3 | $3.13M | Sell |
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|
2023
Q2 | $3.23M | Buy |
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|
2023
Q1 | $2.88M | Sell |
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|
2022
Q4 | $2.97M | Buy |
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|
2022
Q3 | $2.18M | Buy |
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|
2022
Q2 | $2.32M | Buy |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $3.19M | Sell |
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|
2021
Q3 | $3.31M | Sell |
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|
2021
Q2 | $3.2M | Sell |
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|
2021
Q1 | $3.21M | Buy |
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|
2020
Q4 | $2.6M | Buy |
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