Ellsworth 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 | $2.84M | Buy |
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|
2025
Q2 | $2.38M | Sell |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $858K | Buy |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $278K | Sell |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $280K | Buy |
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