Doliver 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 | $5.82M | Sell |
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|
2025
Q2 | $5.57M | Sell |
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|
2025
Q1 | $5.06M | Sell |
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|
2024
Q4 | $5.02M | Sell |
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|
2024
Q3 | $4.97M | Sell |
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|
2024
Q2 | $4.81M | Sell |
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|
2024
Q1 | $4.94M | Sell |
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|
2023
Q4 | $4.5M | Sell |
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|
2023
Q3 | $3.99M | Sell |
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|
2023
Q2 | $4.02M | Sell |
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|
2023
Q1 | $3.64M | Buy |
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|
2022
Q4 | $3.68M | Sell |
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|
2022
Q3 | $2.93M | Sell |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $3.43M | Buy |
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|
2021
Q4 | $3.4M | Buy |
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|
2021
Q3 | $3.24M | Buy |
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|
2021
Q2 | $2.71M | Buy |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $978K | Buy |
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|
2020
Q2 | $853K | Buy |
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|
2020
Q1 | $715K | Buy |
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|
2019
Q4 | $915K | Sell |
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|
2019
Q3 | $789K | Buy |
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|
2019
Q2 | $644K | Sell |
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|
2019
Q1 | $596K | Buy |
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|
2018
Q4 | $515K | Buy |
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|
2018
Q3 | $583K | Buy |
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|
2018
Q2 | $439K | Buy |
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|
2018
Q1 | $399K | Sell |
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|
2017
Q4 | $479K | Sell |
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|
2017
Q3 | $566K | Buy |
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|
2017
Q2 | $465K | Buy |
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