Focus Partners Advisor Solutions’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 | $19.1M | Sell |
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|
2025
Q1 | $18.3M | Buy |
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|
2024
Q4 | $15.9M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $9.19M | Sell |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $2.66M | Sell |
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|
2023
Q3 | $2.86M | Buy |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $2.61M | Buy |
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|
2022
Q2 | $2.07M | Buy |
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|
2022
Q1 | $1.69M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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