Curtis Advisory Group’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 | $1.1M | Buy |
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|
2025
Q1 | $442K | Hold |
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|
2024
Q4 | $431K | Buy |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $389K | Hold |
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|
2021
Q1 | $381K | Sell |
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|
2020
Q4 | $343K | Hold |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $376K | Buy |
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