Herold 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 | $9.15M | Buy |
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|
2025
Q2 | $8.24M | Sell |
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|
2025
Q1 | $7.46M | Buy |
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|
2024
Q4 | $7.25M | Sell |
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|
2024
Q3 | $6.63M | Sell |
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|
2024
Q2 | $6.47M | Buy |
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|
2024
Q1 | $5.91M | Sell |
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|
2023
Q4 | $5.95M | Sell |
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|
2023
Q3 | $5.12M | Buy |
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|
2023
Q2 | $4.79M | Buy |
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|
2023
Q1 | $4.21M | Buy |
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|
2022
Q4 | $4M | Buy |
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|
2022
Q3 | $3.11M | Buy |
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|
2022
Q2 | $3.27M | Buy |
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|
2022
Q1 | $3.82M | Buy |
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|
2021
Q4 | $4.21M | Buy |
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|
2021
Q3 | $4.3M | Buy |
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