Long Run Wealth 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
Q3 | $5.55M | Sell |
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|
2025
Q2 | $5.54M | Sell |
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|
2025
Q1 | $5.34M | Buy |
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|
2024
Q4 | $4.91M | Sell |
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|
2024
Q3 | $4.94M | Sell |
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|
2024
Q2 | $4.95M | Sell |
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|
2024
Q1 | $5.59M | Sell |
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|
2023
Q4 | $4.76M | Buy |
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|
2023
Q3 | $3.84M | Buy |
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|
2023
Q2 | $3.84M | Sell |
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|
2023
Q1 | $3.79M | Sell |
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|
2022
Q4 | $4.04M | Buy |
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|
2022
Q3 | $3.12M | Buy |
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|
2022
Q2 | $2.53M | Buy |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $3.02M | Buy |
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