Continuum 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 | $5.88M | Buy |
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|
2025
Q2 | $5.25M | Buy |
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|
2025
Q1 | $4.23M | Sell |
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|
2024
Q4 | $4.27M | Buy |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $3.49M | Buy |
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|
2024
Q1 | $3.37M | Sell |
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|
2023
Q4 | $4.03M | Sell |
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|
2023
Q3 | $3.66M | Buy |
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|
2023
Q2 | $3.62M | Buy |
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|
2023
Q1 | $3.21M | Sell |
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|
2022
Q4 | $3.36M | Buy |
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|
2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $930K | Sell |
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|
2020
Q4 | $834K | Buy |
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|
2020
Q3 | $607K | Buy |
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|
2020
Q2 | $496K | Sell |
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|
2020
Q1 | $473K | Buy |
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|
2019
Q4 | $687K | Buy |
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|
2019
Q3 | $553K | Buy |
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|
2019
Q2 | $495K | Buy |
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|
2019
Q1 | $439K | Sell |
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|
2018
Q4 | $423K | Buy |
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|
2018
Q3 | $476K | Buy |
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|
2018
Q2 | $217K | Sell |
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|
2018
Q1 | $260K | Sell |
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|
2017
Q4 | $498K | Buy |
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|
2017
Q3 | $424K | Buy |
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|
2017
Q2 | $335K | Buy |
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|
2017
Q1 | $244K | Buy |
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