David J. Yvars 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $226K | Hold |
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|
2025
Q4 | $247K | Hold |
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|
2025
Q3 | $242K | Hold |
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|
2025
Q2 | $223K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $352K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $515K | Buy |
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|
2021
Q3 | $541K | Buy |
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|
2021
Q2 | $503K | Buy |
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|
2021
Q1 | $462K | Buy |
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|
2020
Q4 | $337K | Buy |
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