Farther Finance 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 | $29.3M | Buy |
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|
2025
Q2 | $23.4M | Buy |
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|
2025
Q1 | $12.8M | Buy |
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|
2024
Q4 | $9.83M | Sell |
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|
2024
Q3 | $9.26M | Buy |
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|
2024
Q2 | $8.28M | Buy |
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|
2024
Q1 | $6.16M | Buy |
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|
2023
Q4 | $4.61M | Buy |
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|
2023
Q3 | $2.64M | Buy |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $747K | Buy |
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