Private Capital 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 | $457K | Sell |
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|
2025
Q2 | $464K | Hold |
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|
2025
Q1 | $392K | Hold |
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|
2024
Q4 | $384K | Hold |
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $222K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $6.25M | Sell |
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|
2020
Q2 | $6.15M | Buy |
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|
2020
Q1 | $5.59M | Sell |
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|
2019
Q4 | $9.46M | Sell |
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|
2019
Q3 | $8.06M | Sell |
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|
2019
Q2 | $7.94M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $423K | Buy |
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|
2017
Q1 | $363K | Sell |
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|
2016
Q4 | $3.58M | Sell |
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|
2016
Q3 | $2.77M | Buy |
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|
2016
Q2 | $2.56M | Sell |
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|
2016
Q1 | $2.47M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $208K | Buy |
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