Latitude 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 | $1.49M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $790K | Sell |
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|
2023
Q3 | $688K | Sell |
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|
2023
Q2 | $691K | Sell |
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|
2023
Q1 | $818K | Sell |
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|
2022
Q4 | $873K | Sell |
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $699K | Sell |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $1.83M | Buy |
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|
2021
Q2 | $871K | Buy |
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|
2021
Q1 | $847K | Sell |
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|
2020
Q4 | $896K | Buy |
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