Powell Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
9,853
+2,731
| +38% | +$792K | 1.07% | 16 |
|
|
2025
Q1 | $1.75M | Hold |
7,122
| – | – | 0.86% | 19 |
|
|
2024
Q4 | $1.71M | Hold |
7,122
| – | – | 0.79% | 21 |
|
|
2024
Q3 | $1.5M | Buy |
7,122
+40
| +0.6% | +$8.43K | 0.7% | 24 |
|
|
2024
Q2 | $1.43M | Sell |
7,082
-175
| -2% | -$35.4K | 0.74% | 24 |
|
|
2024
Q1 | $1.45M | Hold |
7,257
| – | – | 0.77% | 22 |
|
|
2023
Q4 | $1.23M | Hold |
7,257
| – | – | 0.68% | 24 |
|
|
2023
Q3 | $1.05M | Hold |
7,257
| – | – | 0.63% | 24 |
|
|
2023
Q2 | $1.06M | Hold |
7,257
| – | – | 0.62% | 25 |
|
|
2023
Q1 | $946K | Buy |
7,257
+3,663
| +102% | +$477K | 0.53% | 31 |
|
|
2022
Q4 | $482K | Buy |
3,594
+12
| +0.3% | +$1.61K | 0.28% | 60 |
|
|
2022
Q3 | $374K | Buy |
3,582
+225
| +7% | +$23.5K | 0.25% | 72 |
|
|
2022
Q2 | $378K | Hold |
3,357
| – | – | 0.23% | 66 |
|
|
2022
Q1 | $458K | Buy |
3,357
+62
| +2% | +$8.46K | 0.27% | 58 |
|
|
2021
Q4 | $522K | Hold |
3,295
| – | – | 0.3% | 48 |
|
|
2021
Q3 | $539K | Hold |
3,295
| – | – | 0.33% | 45 |
|
|
2021
Q2 | $513K | Hold |
3,295
| – | – | 0.32% | 43 |
|
|
2021
Q1 | $502K | Hold |
3,295
| – | – | 0.33% | 43 |
|
|
2020
Q4 | $419K | Hold |
3,295
| – | – | 0.32% | 45 |
|
|
2020
Q3 | $317K | Hold |
3,295
| – | – | 0.27% | 56 |
|
|
2020
Q2 | $310K | Hold |
3,295
| – | – | 0.3% | 57 |
|
|
2020
Q1 | $297K | Sell |
3,295
-220
| -6% | -$19.8K | 0.36% | 55 |
|
|
2019
Q4 | $490K | Buy |
+3,515
| New | +$490K | 0.51% | 43 |
|