Kestra 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 | $166M | Buy |
|
|||||
|
2025
Q2 | $139M | Sell |
|
|||||
|
2025
Q1 | $119M | Sell |
|
|||||
|
2024
Q4 | $126M | Sell |
|
|||||
|
2024
Q3 | $134M | Sell |
|
|||||
|
2024
Q2 | $137M | Buy |
|
|||||
|
2024
Q1 | $104M | Buy |
|
|||||
|
2023
Q4 | $82.3M | Buy |
|
|||||
|
2023
Q3 | $66.1M | Buy |
|
|||||
|
2023
Q2 | $65.5M | Buy |
|
|||||
|
2023
Q1 | $54.6M | Sell |
|
|||||
|
2022
Q4 | $70.3M | Buy |
|
|||||
|
2022
Q3 | $48.3M | Buy |
|
|||||
|
2022
Q2 | $48.6M | Buy |
|
|||||
|
2022
Q1 | $51.3M | Sell |
|
|||||
|
2021
Q4 | $61.2M | Sell |
|
|||||
|
2021
Q3 | $63.5M | Buy |
|
|||||
|
2021
Q2 | $58M | Buy |
|
|||||
|
2021
Q1 | $55.2M | Buy |
|
|||||
|
2020
Q4 | $43.9M | Buy |
|
|||||
|
2020
Q3 | $24.5M | Buy |
|