Detalus 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 | $844K | Buy |
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|
2025
Q2 | $775K | Buy |
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|
2025
Q1 | $650K | Sell |
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|
2024
Q4 | $649K | Sell |
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|
2024
Q3 | $590K | Buy |
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $357K | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $285K | Hold |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $365K | Sell |
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|
2020
Q3 | $280K | Buy |
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|
2020
Q2 | $258K | Hold |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $381K | Buy |
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