Foster Victor Wealth 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 | $2.66M | Buy |
|
|||||
|
2025
Q2 | $2.35M | Buy |
|
|||||
|
2025
Q1 | $1.92M | Sell |
|
|||||
|
2024
Q4 | $2.16M | Buy |
|
|||||
|
2024
Q3 | $1.76M | Buy |
|
|||||
|
2024
Q2 | $1.76M | Buy |
|
|||||
|
2024
Q1 | $1.49M | Buy |
|
|||||
|
2023
Q4 | $1.3M | Buy |
|
|||||
|
2023
Q3 | $1.07M | Sell |
|
|||||
|
2023
Q2 | $1.16M | Buy |
|
|||||
|
2023
Q1 | $978K | Buy |
|
|||||
|
2022
Q4 | $953K | Sell |
|
|||||
|
2022
Q3 | $748K | Buy |
|
|||||
|
2022
Q2 | $699K | Buy |
|
|||||
|
2022
Q1 | $716K | Buy |
|
|||||
|
2021
Q4 | $876K | Buy |
|
|||||
|
2021
Q3 | $822K | Sell |
|
|||||
|
2021
Q2 | $814K | Sell |
|
|||||
|
2021
Q1 | $807K | Buy |
|
|||||
|
2020
Q4 | $633K | Buy |
|
|||||
|
2020
Q3 | $426K | Sell |
|
|||||
|
2020
Q2 | $511K | Buy |
|
|||||
|
2020
Q1 | $468K | Sell |
|
|||||
|
2019
Q4 | $814K | Buy |
|
|||||
|
2019
Q3 | $595K | Buy |
|
|||||
|
2019
Q2 | $440K | Buy |
|
|||||
|
2019
Q1 | $394K | Buy |
|
|||||
|
2018
Q4 | $379K | Buy |
|