Emerald 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 | $1.27M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $930K | Buy |
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|
2024
Q4 | $770K | Buy |
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|
2024
Q3 | $720K | Buy |
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|
2024
Q2 | $634K | Sell |
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|
2024
Q1 | $724K | Buy |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $452K | Buy |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $629K | Sell |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $618K | Sell |
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|
2021
Q1 | $908K | Buy |
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|
2020
Q4 | $750K | Buy |
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|
2020
Q3 | $500K | Buy |
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|
2020
Q2 | $476K | Sell |
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|
2020
Q1 | $554K | Buy |
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|
2019
Q4 | $446K | Buy |
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