Operose 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 | $1.27M | Buy |
|
|||||
|
2025
Q1 | $818K | Buy |
|
|||||
|
2024
Q4 | $651K | Sell |
|
|||||
|
2024
Q3 | $778K | Buy |
|
|||||
|
2024
Q2 | $713K | Sell |
|
|||||
|
2024
Q1 | $802K | Buy |
|
|||||
|
2023
Q4 | $328K | Sell |
|
|||||
|
2023
Q3 | $474K | Buy |
|
|||||
|
2023
Q2 | $182K | Buy |
|
|||||
|
2023
Q1 | $121K | Hold |
|
|||||
|
2022
Q4 | $125K | Sell |
|
|||||
|
2022
Q3 | $108K | Hold |
|
|||||
|
2022
Q2 | $116K | Hold |
|
|||||
|
2022
Q1 | $140K | Hold |
|
|||||
|
2021
Q4 | $163K | Buy |
|