DAS
Diversify Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
40,558
+13,372
| +49% | +$3.92M | 0.45% | 37 |
|
|
2025
Q1 | $6.65M | Buy |
27,186
+907
| +3% | +$222K | 0.42% | 41 |
|
|
2024
Q4 | $6.3M | Sell |
26,279
-4,855
| -16% | -$1.16M | 0.35% | 39 |
|
|
2024
Q3 | $6.98M | Sell |
31,134
-15,066
| -33% | -$3.38M | 0.38% | 45 |
|
|
2024
Q2 | $9.59M | Sell |
46,200
-5,887
| -11% | -$1.22M | 0.53% | 32 |
|
|
2024
Q1 | $10.4M | Buy |
+52,087
| New | +$10.4M | 0.61% | 33 |
|