Intelligence Driven Advisers’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 | $592K | Sell |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $597K | Buy |
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|
2024
Q2 | $507K | Buy |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $308K | Buy |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $205K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $302K | Buy |
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|
2018
Q4 | $231K | Buy |
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