Cooper/Haims 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 | $1.04M | Buy |
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|
2025
Q2 | $945K | Buy |
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|
2025
Q1 | $748K | Sell |
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|
2024
Q4 | $732K | Buy |
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|
2024
Q3 | $644K | Sell |
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|
2024
Q2 | $655K | Buy |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $573K | Hold |
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|
2021
Q2 | $545K | Buy |
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|
2021
Q1 | $370K | Buy |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Hold |
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|
2019
Q3 | $218K | Hold |
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|
2019
Q2 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $235K | Sell |
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|
2018
Q2 | $219K | Buy |
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|
2018
Q1 | $227K | Sell |
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|
2017
Q4 | $228K | Buy |
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