Laurel Wealth Advisors (North Carolina)’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 | $57.9M | Buy |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $14.3M | Sell |
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|
2024
Q3 | $12.7M | Sell |
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|
2024
Q2 | $12.2M | Sell |
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|
2024
Q1 | $12.7M | Sell |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.03M | Sell |
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|
2023
Q2 | $9.51M | Sell |
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|
2023
Q1 | $8.74M | Buy |
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|
2022
Q4 | $8.79M | Buy |
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|
2022
Q3 | $6.74M | Buy |
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|
2022
Q2 | $6.94M | Buy |
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|
2022
Q1 | $7.9M | Buy |
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|
2021
Q4 | $9.11M | Buy |
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|
2021
Q3 | $9.3M | Sell |
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|
2021
Q2 | $9.19M | Buy |
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|
2021
Q1 | $8.9M | Buy |
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|
2020
Q4 | $7.41M | Buy |
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|
2020
Q3 | $5.55M | Buy |
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|
2020
Q2 | $5.41M | Buy |
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|
2020
Q1 | $4.92M | Buy |
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|
2019
Q4 | $7.31M | Sell |
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|
2019
Q3 | $6.25M | Buy |
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|
2019
Q2 | $5.78M | Buy |
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|
2019
Q1 | $5.18M | Buy |
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|
2018
Q4 | $4.9M | Buy |
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