Investment 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 | $5.48M | Sell |
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|
2025
Q2 | $5.18M | Buy |
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|
2025
Q1 | $4.31M | Sell |
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|
2024
Q4 | $4.22M | Sell |
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|
2024
Q3 | $3.91M | Sell |
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|
2024
Q2 | $3.83M | Sell |
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|
2024
Q1 | $3.81M | Sell |
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|
2023
Q4 | $3.3M | Sell |
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|
2023
Q3 | $2.85M | Buy |
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|
2023
Q2 | $2.84M | Buy |
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|
2023
Q1 | $2.38M | Buy |
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|
2022
Q4 | $2.42M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $2.01M | Buy |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $2.74M | Sell |
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|
2021
Q3 | $2.92M | Buy |
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|
2021
Q2 | $2.74M | Buy |
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|
2020
Q4 | $2.35M | Sell |
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|
2020
Q3 | $1.79M | Buy |
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|
2020
Q2 | $1.74M | Buy |
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|
2020
Q1 | $1.54M | Buy |
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|
2019
Q4 | $1.98M | Buy |
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