Millennium Capital 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
Q4 | $1.12M | Buy |
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|
2025
Q3 | $1.09M | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $882K | Hold |
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|
2024
Q4 | $862K | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.27M | Hold |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $896K | Sell |
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|
2023
Q2 | $906K | Buy |
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|
2023
Q1 | $747K | Buy |
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|
2022
Q4 | $768K | Hold |
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|
2022
Q3 | $599K | Buy |
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|
2022
Q2 | $617K | Buy |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $780K | Buy |
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