Powell 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 | $3.11M | Hold |
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|
2025
Q2 | $2.86M | Buy |
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|
2025
Q1 | $1.75M | Hold |
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|
2024
Q4 | $1.71M | Hold |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.45M | Hold |
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|
2023
Q4 | $1.23M | Hold |
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|
2023
Q3 | $1.05M | Hold |
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|
2023
Q2 | $1.06M | Hold |
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|
2023
Q1 | $946K | Buy |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $522K | Hold |
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|
2021
Q3 | $539K | Hold |
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|
2021
Q2 | $513K | Hold |
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|
2021
Q1 | $502K | Hold |
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|
2020
Q4 | $419K | Hold |
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|
2020
Q3 | $317K | Hold |
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|
2020
Q2 | $310K | Hold |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $490K | Buy |
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