J.W. Cole 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 | $34.9M | Buy |
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|
2025
Q1 | $23M | Buy |
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|
2024
Q4 | $13.8M | Buy |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $10.2M | Buy |
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|
2024
Q1 | $7.93M | Buy |
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|
2023
Q4 | $6.62M | Buy |
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|
2023
Q3 | $5.07M | Buy |
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|
2023
Q2 | $4.99M | Sell |
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|
2023
Q1 | $4.63M | Buy |
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|
2022
Q4 | $4.47M | Buy |
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|
2022
Q3 | $3.33M | Buy |
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $4.33M | Buy |
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|
2021
Q4 | $5.02M | Buy |
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|
2021
Q3 | $5.03M | Sell |
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|
2021
Q2 | $5.43M | Buy |
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|
2021
Q1 | $5.11M | Sell |
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|
2020
Q4 | $4.32M | Sell |
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|
2020
Q3 | $8.23M | Buy |
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|
2020
Q2 | $3.19M | Buy |
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|
2020
Q1 | $655K | Sell |
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|
2019
Q4 | $4.49M | Buy |
|