E&G 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
Q2 | $8.97M | Sell |
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|
2025
Q1 | $7.79M | Sell |
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|
2024
Q4 | $7.71M | Sell |
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|
2024
Q3 | $6.83M | Buy |
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|
2024
Q2 | $6.53M | Buy |
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|
2024
Q1 | $6.4M | Buy |
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|
2023
Q4 | $5.33M | Sell |
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|
2023
Q3 | $4.7M | Sell |
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|
2023
Q2 | $4.73M | Sell |
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|
2023
Q1 | $4.3M | Sell |
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|
2022
Q4 | $4.47M | Sell |
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|
2022
Q3 | $3.55M | Sell |
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|
2022
Q2 | $3.9M | Buy |
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|
2022
Q1 | $4.68M | Sell |
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|
2021
Q4 | $5.54M | Sell |
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|
2021
Q3 | $5.75M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5.38M | Buy |
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|
2020
Q4 | $4.46M | Sell |
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|
2020
Q3 | $3.41M | Buy |
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|
2020
Q2 | $3.28M | Buy |
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|
2020
Q1 | $3M | Sell |
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|
2019
Q4 | $5.51M | Sell |
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|
2019
Q3 | $4.82M | Sell |
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|
2019
Q2 | $4.87M | Buy |
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|
2019
Q1 | $4.41M | Sell |
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|
2018
Q4 | $4.42M | Buy |
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|
2018
Q3 | $4.94M | Buy |
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|
2018
Q2 | $4.39M | Buy |
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|
2018
Q1 | $4.48M | Sell |
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|
2017
Q4 | $4.7M | Sell |
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|
2017
Q3 | $4.72M | Sell |
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|
2017
Q2 | $4.53M | Sell |
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|
2017
Q1 | $4.44M | Buy |
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|
2016
Q4 | $4.12M | Sell |
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|
2016
Q3 | $3.69M | Sell |
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|
2016
Q2 | $3.52M | Buy |
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|
2016
Q1 | $3.29M | Buy |
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|
2015
Q4 | $3.64M | Buy |
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|
2015
Q3 | $3.08M | Buy |
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|
2015
Q2 | $2.91M | Buy |
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|
2015
Q1 | $2.25M | Buy |
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|
2014
Q4 | $2.2M | Sell |
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|
2014
Q3 | $2.43M | Buy |
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|
2014
Q2 | $2.32M | Buy |
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|
2014
Q1 | $2.26M | Buy |
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|
2013
Q4 | $1.64M | Buy |
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