Inspire 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 | $862K | Buy |
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|
2025
Q2 | $708K | Buy |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $500K | Buy |
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|
2024
Q3 | $427K | Buy |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $421K | Buy |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $27K | Buy |
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