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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.95M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.62M | Sell |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $728K | Sell |
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|
2022
Q4 | $802K | Sell |
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|
2022
Q3 | $794K | Buy |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $691K | Buy |
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|
2021
Q4 | $750K | Buy |
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|
2021
Q3 | $563K | Sell |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $578K | Hold |
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|
2020
Q4 | $482K | Sell |
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|
2020
Q3 | $373K | Buy |
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|
2020
Q2 | $326K | Hold |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $511K | Buy |
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|
2019
Q3 | $431K | Sell |
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|
2019
Q2 | $431K | Buy |
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|
2019
Q1 | $383K | Sell |
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|
2018
Q4 | $397K | Buy |
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|
2018
Q3 | $442K | Hold |
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|
2018
Q2 | $408K | Sell |
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|
2018
Q1 | $443K | Hold |
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|
2017
Q4 | $431K | Buy |
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