Covestor’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 | $417K | Sell |
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|
2025
Q2 | $443K | Buy |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $357K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $184K | Sell |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $327K | Buy |
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