COWA LLC’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
Q2 | $783K | Buy |
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|
2025
Q1 | $493K | Sell |
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|
2024
Q4 | $590K | Sell |
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|
2024
Q3 | $533K | Hold |
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|
2024
Q2 | $512K | Hold |
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|
2024
Q1 | $507K | Sell |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $418K | Hold |
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|
2022
Q4 | $752K | Hold |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $639K | Hold |
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|
2021
Q3 | $661K | Hold |
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|
2021
Q2 | $630K | Sell |
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|
2021
Q1 | $767K | Buy |
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|
2020
Q4 | $635K | Buy |
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