Cottonwood Capital 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 | $485K | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $933K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $736K | Sell |
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|
2024
Q2 | $750K | Sell |
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|
2024
Q1 | $751K | Sell |
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|
2023
Q4 | $728K | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $592K | Sell |
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|
2023
Q1 | $546K | Buy |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $452K | Sell |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $723K | Buy |
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