Quantum Financial 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 | $1.97M | Hold |
|
|||||
|
2025
Q2 | $1.81M | Hold |
|
|||||
|
2025
Q1 | $1.53M | Sell |
|
|||||
|
2024
Q4 | $1.51M | Sell |
|
|||||
|
2024
Q3 | $1.33M | Buy |
|
|||||
|
2024
Q2 | $1.21M | Buy |
|
|||||
|
2024
Q1 | $1.2M | Buy |
|
|||||
|
2023
Q4 | $766K | Sell |
|
|||||
|
2023
Q3 | $863K | Buy |
|
|||||
|
2023
Q2 | $639K | Hold |
|
|||||
|
2023
Q1 | $572K | Buy |
|
|||||
|
2022
Q4 | $584K | Buy |
|
|||||
|
2022
Q3 | $450K | Hold |
|
|||||
|
2022
Q2 | $509K | Buy |
|