Fiducient 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 | $963K | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $740K | Sell |
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|
2024
Q2 | $924K | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $937K | Buy |
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|
2023
Q3 | $794K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $1.93M | Buy |
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