Financial Engines 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 | $7.24M | Buy |
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|
2025
Q2 | $5.69M | Buy |
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|
2025
Q1 | $4.05M | Sell |
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|
2024
Q4 | $3.97M | Buy |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $929K | Sell |
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|
2023
Q3 | $847K | Buy |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $816K | Buy |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $374K | Sell |
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|
2021
Q3 | $656K | Sell |
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|
2021
Q2 | $793K | Sell |
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|
2021
Q1 | $882K | Sell |
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|
2020
Q4 | $781K | Buy |
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|
2020
Q3 | $507K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Buy |
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