ERTS Wealth 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 | – | Sell |
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|
2025
Q1 | $962K | Sell |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $933K | Sell |
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|
2024
Q2 | $931K | Sell |
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|
2024
Q1 | $945K | Sell |
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|
2023
Q4 | $820K | Buy |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $680K | Buy |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $651K | Sell |
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|
2022
Q3 | $509K | Buy |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $320K | Buy |
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|
2021
Q2 | $304K | Buy |
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|
2021
Q1 | $297K | Buy |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Buy |
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|
2019
Q3 | $206K | Sell |
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|
2019
Q2 | $226K | Buy |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | $177K | Buy |
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