Holland Advisory Services’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 | $1.17M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $912K | Buy |
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|
2024
Q4 | $891K | Buy |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $726K | Buy |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $483K | Hold |
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|
2023
Q1 | $433K | Hold |
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|
2022
Q4 | $445K | Hold |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $497K | Hold |
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|
2021
Q4 | $578K | Buy |
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