Financial Advisors Network’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 | $531K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $466K | Buy |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $315K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $336K | Sell |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $208K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $471K | Sell |
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|
2019
Q3 | $488K | Sell |
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|
2019
Q2 | $475K | Buy |
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|
2019
Q1 | $443K | Sell |
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|
2018
Q4 | $574K | Buy |
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|
2018
Q2 | $504K | Buy |
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|
2017
Q4 | $367K | Sell |
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|
2017
Q3 | $359K | Buy |
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|
2017
Q2 | $341K | Sell |
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|
2017
Q1 | $355K | Sell |
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|
2016
Q4 | $364K | Buy |
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