ProVise Management Group’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 | $33.7M | Sell |
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|
2025
Q2 | $31.3M | Sell |
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|
2025
Q1 | $26.7M | Sell |
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|
2024
Q4 | $26.7M | Sell |
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|
2024
Q3 | $25M | Sell |
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|
2024
Q2 | $24M | Sell |
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|
2024
Q1 | $23.9M | Sell |
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|
2023
Q4 | $20.8M | Buy |
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|
2023
Q3 | $17.5M | Buy |
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|
2023
Q2 | $17.3M | Buy |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $14.3M | Buy |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $6.34M | Buy |
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|
2022
Q1 | $3.72M | Buy |
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|
2021
Q4 | $4.26M | Buy |
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|
2021
Q3 | $4.38M | Buy |
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|
2021
Q2 | $4.12M | Sell |
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|
2021
Q1 | $4.11M | Sell |
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|
2020
Q4 | $3.99M | Buy |
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|
2020
Q3 | $2.92M | Sell |
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|
2020
Q2 | $2.95M | Buy |
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|
2020
Q1 | $2.82M | Sell |
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|
2019
Q4 | $4.62M | Buy |
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|
2019
Q3 | $3.89M | Sell |
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|
2019
Q2 | $3.72M | Buy |
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|
2019
Q1 | $2.95M | Sell |
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|
2018
Q4 | $2.92M | Buy |
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|
2018
Q3 | $3.33M | Buy |
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|
2018
Q2 | $3.03K | Sell |
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|
2018
Q1 | $3.49M | Buy |
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|
2017
Q4 | $3.33M | Sell |
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|
2017
Q3 | $3.52M | Sell |
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|
2017
Q2 | $3.62M | Sell |
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|
2017
Q1 | $3.57M | Sell |
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|
2016
Q4 | $3.71M | Buy |
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|
2016
Q3 | $2.86M | Sell |
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|
2016
Q2 | $2.67M | Sell |
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|
2016
Q1 | $2.58M | Buy |
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|
2015
Q4 | $2.81M | Buy |
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|
2015
Q3 | $2.33M | Buy |
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|
2015
Q2 | $2.3M | Buy |
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|
2015
Q1 | $2.02M | Buy |
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|
2014
Q4 | $2.05M | Sell |
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|
2014
Q3 | $2M | Sell |
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|
2014
Q2 | $2.04M | Buy |
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|
2014
Q1 | $2.13M | Sell |
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|
2013
Q4 | $2.53M | Buy |
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|
2013
Q3 | $2.03M | Buy |
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|
2013
Q2 | $2.06M | Buy |
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