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 |
-3,920
| Closed | -$962K | – | 62 |
|
|
2025
Q1 | $962K | Sell |
3,920
-138
| -3% | -$35.2K | 0.19% | 31 |
|
|
2024
Q4 | $973K | Sell |
4,058
-366
| -8% | -$85.2K | 0.18% | 34 |
|
|
2024
Q3 | $933K | Sell |
4,424
-177
| -4% | -$37.3K | 0.17% | 34 |
|
|
2024
Q2 | $931K | Sell |
4,601
-115
| -2% | -$22.5K | 0.19% | 33 |
|
|
2024
Q1 | $945K | Sell |
4,716
-107
| -2% | -$19.3K | 0.19% | 31 |
|
|
2023
Q4 | $820K | Buy |
4,823
+148
| +3% | +$22.4K | 0.18% | 31 |
|
|
2023
Q3 | $678K | Sell |
4,675
-3
| -0.1% | -$450 | 0.16% | 35 |
|
|
2023
Q2 | $680K | Buy |
4,678
+96
| +2% | +$13.2K | 0.16% | 39 |
|
|
2023
Q1 | $597K | Sell |
4,582
-271
| -6% | -$37.1K | 0.14% | 41 |
|
|
2022
Q4 | $651K | Sell |
4,853
-16
| -0.3% | -$2.03K | 0.17% | 49 |
|
|
2022
Q3 | $509K | Buy |
4,869
+199
| +4% | +$22.8K | 0.14% | 47 |
|
|
2022
Q2 | $526K | Buy |
4,670
+2,808
| +151% | +$348K | 0.15% | 49 |
|
|
2022
Q1 | $254K | Sell |
1,862
-102
| -5% | -$15.1K | 0.07% | 79 |
|
|
2021
Q4 | $311K | Buy |
1,964
+8
| +0.4% | +$1.31K | 0.07% | 64 |
|
|
2021
Q3 | $320K | Buy |
1,956
+1
| +0.1% | +$157 | 0.08% | 60 |
|
|
2021
Q2 | $304K | Buy |
1,955
+1
| +0.1% | +$157 | 0.08% | 65 |
|
|
2021
Q1 | $297K | Buy |
1,954
+19
| +1% | +$2.73K | 0.09% | 64 |
|
|
2020
Q4 | $246K | Buy |
+1,935
| New | +$216K | 0.08% | 67 |
|
|
2020
Q1 | – | Sell |
-1,753
| Closed | -$244K | – | 89 |
|
|
2019
Q4 | $244K | Buy |
1,753
+1
| +0.1% | +$128 | 0.11% | 75 |
|
|
2019
Q3 | $206K | Sell |
1,752
-271
| -13% | -$30.7K | 0.1% | 77 |
|
|
2019
Q2 | $226K | Buy |
2,023
+1
| +0% | +$110 | 0.12% | 75 |
|
|
2019
Q1 | $205K | Buy |
2,022
+206
| +11% | +$21.2K | 0.12% | 80 |
|
|
2018
Q4 | $177K | Buy |
+1,816
| New | +$193K | 0.13% | 80 |
|
Other funds holding JPM
