Kovack 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 | $8.72M | Sell |
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|
2025
Q1 | $7.48M | Sell |
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|
2024
Q4 | $7.66M | Buy |
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|
2024
Q3 | $6.63M | Sell |
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|
2024
Q2 | $6.45M | Buy |
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|
2024
Q1 | $6.24M | Sell |
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|
2023
Q4 | $6.35M | Buy |
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|
2023
Q3 | $4.91M | Sell |
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|
2023
Q2 | $4.92M | Buy |
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|
2023
Q1 | $3.28M | Sell |
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|
2022
Q4 | $3.41M | Sell |
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|
2022
Q3 | $2.75M | Buy |
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|
2022
Q2 | $2.19M | Sell |
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|
2022
Q1 | $2.88M | Sell |
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|
2021
Q4 | $3.64M | Sell |
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|
2021
Q3 | $3.94M | Buy |
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|
2021
Q2 | $3.42M | Buy |
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|
2021
Q1 | $3.13M | Buy |
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|
2020
Q4 | $2.6M | Sell |
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|
2020
Q3 | $2.16M | Buy |
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|
2020
Q2 | $2.11M | Sell |
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|
2020
Q1 | $2.07M | Buy |
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|
2019
Q4 | $2.82M | Buy |
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|
2019
Q3 | $2.15M | Buy |
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|
2019
Q2 | $1.75M | Buy |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.41M | Sell |
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|
2018
Q3 | $1.81M | Buy |
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|
2018
Q2 | $1.49M | Sell |
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|
2018
Q1 | $1.59M | Buy |
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|
2017
Q4 | $1.29M | Buy |
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|
2017
Q3 | $1.12M | Buy |
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|
2017
Q2 | $786K | Sell |
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|
2017
Q1 | $854K | Sell |
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|
2016
Q4 | $924K | Sell |
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|
2016
Q3 | $807K | Buy |
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|
2016
Q2 | $517K | Buy |
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|
2016
Q1 | $437K | Sell |
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|
2015
Q4 | $493K | Buy |
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|
2015
Q3 | $287K | Buy |
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