CoreCap 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 | $9.15M | Buy |
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|
2025
Q2 | $7.94M | Buy |
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|
2025
Q1 | $6.36M | Buy |
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|
2024
Q4 | $6.02M | Sell |
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|
2024
Q3 | $6.44M | Buy |
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|
2024
Q2 | $5.34M | Buy |
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|
2024
Q1 | $5.26M | Buy |
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|
2023
Q4 | $3.57M | Sell |
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|
2023
Q3 | $3.15M | Sell |
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|
2023
Q2 | $3.23M | Buy |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $3.33M | Buy |
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