Mayflower Financial 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 | $5.74M | Buy |
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|
2025
Q2 | $5.19M | Sell |
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|
2025
Q1 | $4.57M | Sell |
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|
2024
Q4 | $4.6M | Sell |
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|
2024
Q3 | $4.09M | Buy |
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|
2024
Q2 | $3.87M | Sell |
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|
2024
Q1 | $4.03M | Sell |
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|
2023
Q4 | $3.46M | Sell |
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|
2023
Q3 | $3.08M | Sell |
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|
2023
Q2 | $3.15M | Sell |
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|
2023
Q1 | $2.94M | Buy |
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|
2022
Q4 | $2.92M | Buy |
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|
2022
Q3 | $2.16M | Sell |
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|
2022
Q2 | $2.49M | Sell |
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|
2022
Q1 | $3.07M | Sell |
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|
2021
Q4 | $4.01M | Buy |
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|
2021
Q3 | $4.26M | Sell |
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|
2021
Q2 | $4.07M | Sell |
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|
2021
Q1 | $4.09M | Sell |
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|
2020
Q4 | $3.43M | Buy |
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