Eldridge Investment 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 | $1.44M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.11M | Hold |
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|
2024
Q3 | $976K | Hold |
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|
2024
Q2 | $936K | Buy |
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|
2024
Q1 | $872K | Hold |
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|
2023
Q4 | $740K | Sell |
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|
2023
Q3 | $661K | Hold |
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|
2023
Q2 | $663K | Buy |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $584K | Sell |
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|
2021
Q4 | $684K | Hold |
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|
2021
Q3 | $707K | Hold |
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|
2021
Q2 | $671K | Buy |
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|
2021
Q1 | $654K | Hold |
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|
2020
Q4 | $546K | Hold |
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|
2020
Q3 | $413K | Sell |
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|
2020
Q2 | $406K | Buy |
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|
2020
Q1 | $387K | Sell |
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|
2019
Q4 | $602K | Hold |
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|
2019
Q3 | $508K | Sell |
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|
2019
Q2 | $489K | Hold |
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|
2019
Q1 | $442K | Buy |
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|
2018
Q4 | $329K | Buy |
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|
2018
Q3 | $355K | Buy |
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|
2018
Q2 | $262K | Sell |
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|
2018
Q1 | $305K | Buy |
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|
2017
Q4 | $279K | Buy |
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