Nottingham 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 | $435K | Sell |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $740K | Sell |
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|
2024
Q3 | $756K | Sell |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $761K | Sell |
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|
2023
Q4 | $729K | Buy |
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|
2023
Q3 | $537K | Hold |
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|
2023
Q2 | $538K | Hold |
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|
2023
Q1 | $482K | Sell |
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|
2022
Q4 | $538K | Buy |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $495K | Sell |
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|
2021
Q4 | $583K | Sell |
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|
2021
Q3 | $607K | Hold |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $568K | Buy |
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|
2020
Q4 | $462K | Hold |
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|
2020
Q3 | $350K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Hold |
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|
2019
Q3 | $214K | Sell |
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|
2019
Q2 | $210K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $241K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $206K | Hold |
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|
2015
Q4 | $206K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $208K | Buy |
|