Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.74M | Buy |
12,730
+127
| +1% | +$38.5K | 0.32% | 42 |
|
|
2025
Q4 | $4.06M | Buy |
12,603
+86
| +0.7% | +$26.6K | 0.36% | 38 |
|
|
2025
Q3 | $3.95M | Buy |
+12,517
| New | +$3.72M | 0.38% | 42 |
|
|
2024
Q3 | – | Sell |
-8,013
| Closed | -$1.62M | – | 856 |
|
|
2024
Q2 | $1.62M | Sell |
8,013
-989
| -11% | -$193K | 0.18% | 54 |
|
|
2024
Q1 | $1.8M | Buy |
+9,002
| New | +$1.62M | 0.21% | 49 |
|
|
2023
Q3 | – | Sell |
-5,122
| Closed | -$745K | – | 753 |
|
|
2023
Q2 | $745K | Sell |
5,122
-461
| -8% | -$63.4K | 0.1% | 62 |
|
|
2023
Q1 | $728K | Sell |
5,583
-401
| -7% | -$54.9K | 0.11% | 62 |
|
|
2022
Q4 | $802K | Sell |
5,984
-1,614
| -21% | -$205K | 0.13% | 59 |
|
|
2022
Q3 | $794K | Buy |
7,598
+1,903
| +33% | +$218K | 0.14% | 50 |
|
|
2022
Q2 | $641K | Buy |
5,695
+629
| +12% | +$77.9K | 0.14% | 48 |
|
|
2022
Q1 | $691K | Buy |
5,066
+330
| +7% | +$48.7K | 0.13% | 44 |
|
|
2021
Q4 | $750K | Buy |
4,736
+1,299
| +38% | +$213K | 0.15% | 37 |
|
|
2021
Q3 | $563K | Sell |
3,437
-270
| -7% | -$42.3K | 0.13% | 36 |
|
|
2021
Q2 | $577K | Sell |
3,707
-87
| -2% | -$13.7K | 0.14% | 35 |
|
|
2021
Q1 | $578K | Hold |
3,794
| – | – | 0.14% | 32 |
|
|
2020
Q4 | $482K | Sell |
3,794
-79
| -2% | -$8.83K | 0.19% | 33 |
|
|
2020
Q3 | $373K | Buy |
3,873
+409
| +12% | +$40.2K | 0.17% | 31 |
|
|
2020
Q2 | $326K | Hold |
3,464
| – | – | 0.16% | 37 |
|
|
2020
Q1 | $312K | Sell |
3,464
-202
| -6% | -$24.5K | 0.19% | 32 |
|
|
2019
Q4 | $511K | Buy |
3,666
+5
| +0.1% | +$641 | 0.22% | 31 |
|
|
2019
Q3 | $431K | Sell |
3,661
-192
| -5% | -$21.7K | 0.2% | 32 |
|
|
2019
Q2 | $431K | Buy |
3,853
+70
| +2% | +$7.72K | 0.14% | 44 |
|
|
2019
Q1 | $383K | Sell |
3,783
-281
| -7% | -$28.9K | 0.12% | 39 |
|
|
2018
Q4 | $397K | Buy |
4,064
+150
| +4% | +$16K | 0.13% | 37 |
|
|
2018
Q3 | $442K | Hold |
3,914
| – | – | 0.37% | 33 |
|
|
2018
Q2 | $408K | Sell |
3,914
-115
| -3% | -$12.6K | 0.38% | 32 |
|
|
2018
Q1 | $443K | Hold |
4,029
| – | – | 0.43% | 27 |
|
|
2017
Q4 | $431K | Buy |
+4,029
| New | +$408K | 0.42% | 31 |
|
Other funds holding JPM
VCM
VPM
