Rational 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 | $1.06M | Buy |
|
|||||
|
2025
Q1 | $681K | Buy |
|
|||||
|
2024
Q4 | $469K | Sell |
|
|||||
|
2024
Q3 | $1.66M | Buy |
|
|||||
|
2024
Q2 | $871K | Buy |
|
|||||
|
2024
Q1 | $301K | Sell |
|
|||||
|
2023
Q4 | $389K | Sell |
|
|||||
|
2023
Q3 | $853K | Sell |
|
|||||
|
2023
Q2 | $1.09M | Buy |
|
|||||
|
2023
Q1 | $678K | Buy |
|
|||||
|
2022
Q4 | $605K | Sell |
|
|||||
|
2022
Q3 | $666K | Buy |
|
|||||
|
2022
Q2 | $649K | Buy |
|
|||||
|
2022
Q1 | $710K | Sell |
|
|||||
|
2021
Q4 | $2.62M | Buy |
|
|||||
|
2021
Q3 | $2.09M | Sell |
|
|||||
|
2021
Q2 | $2.7M | Buy |
|
|||||
|
2021
Q1 | $2.57M | Buy |
|
|||||
|
2020
Q4 | $2.09M | Sell |
|
|||||
|
2020
Q3 | $1.74M | Sell |
|
|||||
|
2020
Q2 | $1.84M | Buy |
|
|||||
|
2020
Q1 | $54K | Sell |
|
|||||
|
2019
Q4 | $276K | Sell |
|
|||||
|
2019
Q3 | $1.33M | Buy |
|
|||||
|
2019
Q2 | $1.17M | Sell |
|
|||||
|
2019
Q1 | $3.56M | Sell |
|
|||||
|
2018
Q4 | $4.19M | Buy |
|
|||||
|
2018
Q3 | $1M | Buy |
|
|||||
|
2018
Q2 | $345K | Sell |
|
|||||
|
2018
Q1 | $1.65M | Sell |
|
|||||
|
2017
Q4 | $1.78M | Sell |
|
|||||
|
2017
Q3 | $2.55M | Sell |
|
|||||
|
2017
Q2 | $2.45M | Buy |
|
|||||
|
2017
Q1 | $1.83M | Sell |
|
|||||
|
2016
Q4 | $1.82M | Sell |
|
|||||
|
2016
Q3 | $2.24M | Buy |
|
|||||
|
2015
Q3 | $2.42M | Hold |
|
|||||
|
2015
Q2 | $2.69M | Sell |
|
|||||
|
2015
Q1 | $3.81M | Sell |
|
|||||
|
2014
Q4 | $4.42M | Buy |
|
|||||
|
2013
Q4 | $8.39M | Sell |
|
|||||
|
2013
Q3 | $9.65M | Sell |
|
|||||
|
2013
Q2 | $9.91M | Buy |
|