Regal Investment 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 | $4.17M | Buy |
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|
2025
Q1 | $3.24M | Sell |
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|
2024
Q4 | $3.68M | Sell |
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|
2024
Q3 | $3.47M | Sell |
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|
2024
Q2 | $6.17M | Sell |
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|
2024
Q1 | $6.14M | Sell |
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|
2023
Q4 | $5.51M | Buy |
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|
2023
Q3 | $3.44M | Buy |
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|
2023
Q2 | $3.17M | Buy |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $3.76M | Sell |
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|
2022
Q3 | $3.06M | Sell |
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|
2022
Q2 | $3.32M | Buy |
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|
2022
Q1 | $3.88M | Sell |
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|
2021
Q4 | $5.14M | Sell |
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|
2021
Q3 | $5.62M | Buy |
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|
2021
Q2 | $4.91M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.13M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.66M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $1.38M | Sell |
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|
2019
Q2 | $1.44M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $773K | Sell |
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|
2018
Q2 | $766K | Sell |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $942K | Buy |
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|
2017
Q2 | $880K | Buy |
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|
2017
Q1 | $832K | Buy |
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|
2016
Q4 | $754K | Sell |
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|
2016
Q3 | $736K | Buy |
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|
2016
Q2 | $682K | Buy |
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|
2016
Q1 | $607K | Buy |
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|
2015
Q4 | $343K | Buy |
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|
2015
Q3 | $259K | Buy |
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|
2015
Q2 | $219K | Sell |
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|
2015
Q1 | $220K | Buy |
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|
2014
Q4 | $131K | Sell |
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|
2014
Q3 | $139K | Buy |
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|
2014
Q2 | $130K | Buy |
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|
2014
Q1 | $101K | Buy |
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|
2013
Q4 | $69K | Sell |
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|
2013
Q3 | $106K | Sell |
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|
2013
Q2 | $168K | Buy |
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