Ellevest Inc’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 | $1.07M | Sell |
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|
2025
Q1 | $953K | Buy |
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|
2024
Q4 | $908K | Sell |
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|
2024
Q3 | $884K | Buy |
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|
2024
Q2 | $841K | Sell |
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|
2024
Q1 | $988K | Buy |
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|
2023
Q4 | $594K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $158K | Sell |
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $155K | Sell |
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|
2022
Q2 | $194K | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $335K | Sell |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $416K | Sell |
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|
2021
Q1 | $788K | Buy |
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|
2020
Q4 | $574K | Buy |
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|
2020
Q3 | $399K | Buy |
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|
2020
Q2 | $378K | Buy |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q4 | $299K | Buy |
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|
2019
Q3 | $141K | Sell |
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|
2019
Q2 | $138K | Buy |
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|
2019
Q1 | $30K | Buy |
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