Ironsides Asset 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
Q2 | $327K | Buy |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $217K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $581K | Sell |
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|
2016
Q3 | $720K | Buy |
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|
2016
Q2 | $411K | Sell |
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|
2016
Q1 | $902K | Buy |
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|
2015
Q4 | $490K | Buy |
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|
2015
Q3 | $393K | Buy |
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|
2015
Q2 | $379K | Sell |
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|
2015
Q1 | $344K | Sell |
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|
2014
Q4 | $401K | Buy |
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|
2014
Q3 | $380K | Buy |
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|
2014
Q2 | $352K | Buy |
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