Prudent Man 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 | $5.51M | Buy |
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|
2025
Q1 | $4.2M | Buy |
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|
2024
Q4 | $3.99M | Sell |
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|
2024
Q3 | $3.89M | Sell |
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|
2024
Q2 | $4.12M | Buy |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $3.53M | Buy |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $2.53M | Sell |
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|
2023
Q1 | $2.32M | Buy |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $916K | Sell |
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|
2020
Q3 | $725K | Buy |
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|
2020
Q2 | $684K | Buy |
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