OneDigital Investment 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 | $34.8M | Sell |
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|
2025
Q2 | $32.3M | Sell |
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|
2025
Q1 | $33M | Sell |
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|
2024
Q4 | $34.5M | Buy |
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|
2024
Q3 | $29.9M | Sell |
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|
2024
Q2 | $29.2M | Buy |
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|
2024
Q1 | $28.7M | Sell |
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|
2023
Q4 | $25.6M | Buy |
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|
2023
Q3 | $19.4M | Buy |
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|
2023
Q2 | $18.5M | Buy |
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|
2023
Q1 | $15.6M | Buy |
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|
2022
Q4 | $14.8M | Buy |
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|
2022
Q3 | $7.07M | Buy |
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|
2022
Q2 | $5.87M | Buy |
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|
2022
Q1 | $6.98M | Buy |
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|
2021
Q4 | $7.53M | Buy |
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|
2021
Q3 | $7.32M | Buy |
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|
2021
Q2 | $6.66M | Buy |
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|
2021
Q1 | $6.33M | Sell |
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|
2020
Q4 | $5.58M | Buy |
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|
2020
Q3 | $4.14M | Sell |
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|
2020
Q2 | $4.57M | Buy |
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|
2020
Q1 | $4.09M | Buy |
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|
2019
Q4 | $5.69M | Sell |
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|
2019
Q3 | $4.87M | Sell |
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|
2019
Q2 | $5.59M | Buy |
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|
2019
Q1 | $4.19M | Buy |
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|
2018
Q4 | $3.75M | Buy |
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|
2018
Q3 | $812K | Buy |
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|
2018
Q2 | $663K | Buy |
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|
2018
Q1 | $596K | Buy |
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|
2017
Q4 | $485K | Buy |
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|
2017
Q3 | $110K | Sell |
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|
2017
Q2 | $389K | Buy |
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