Plante Moran 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
Q2 | $3.66M | Sell |
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|
2025
Q1 | $3.14M | Sell |
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|
2024
Q4 | $3.3M | Sell |
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|
2024
Q3 | $4.92M | Buy |
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|
2024
Q2 | $3.08M | Buy |
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|
2024
Q1 | $2.95M | Sell |
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|
2023
Q4 | $2.9M | Buy |
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|
2023
Q3 | $2.24M | Sell |
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|
2023
Q2 | $2.3M | Buy |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $2.05M | Sell |
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|
2021
Q3 | $2.14M | Buy |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $953K | Buy |
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|
2020
Q2 | $911K | Sell |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.5M | Sell |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $1.4M | Buy |
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|
2018
Q3 | $1.61M | Sell |
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|
2018
Q2 | $1.54M | Sell |
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|
2018
Q1 | $1.77M | Buy |
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|
2017
Q4 | $1.27M | Buy |
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|
2017
Q3 | $1.06M | Hold |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $945K | Sell |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $680K | Buy |
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|
2016
Q2 | $634K | Sell |
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|
2016
Q1 | $858K | Sell |
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|
2015
Q4 | $985K | Buy |
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|
2015
Q3 | $907K | Buy |
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|
2015
Q2 | $969K | Buy |
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|
2015
Q1 | $824K | Sell |
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|
2014
Q4 | $878K | Buy |
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|
2014
Q3 | $837K | Buy |
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|
2014
Q2 | $694K | Buy |
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|
2014
Q1 | $607K | Sell |
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|
2013
Q4 | $989K | Buy |
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|
2013
Q3 | $542K | Buy |
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|
2013
Q2 | $498K | Buy |
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