Echo45 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 | $542K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $481K | Buy |
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|
2024
Q3 | $383K | Sell |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $779K | Buy |
|