Rise 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 | $1.2M | Buy |
|
|||||
|
2025
Q2 | $1.06M | Buy |
|
|||||
|
2025
Q1 | $847K | Buy |
|
|||||
|
2024
Q4 | $780K | Buy |
|
|||||
|
2024
Q3 | $671K | Buy |
|
|||||
|
2024
Q2 | $641K | Sell |
|
|||||
|
2024
Q1 | $640K | Buy |
|
|||||
|
2023
Q4 | $297K | Buy |
|
|||||
|
2023
Q3 | $185K | Sell |
|
|||||
|
2023
Q2 | $210K | Sell |
|
|||||
|
2023
Q1 | $208K | Sell |
|
|||||
|
2022
Q4 | $294K | Buy |
|
|||||
|
2022
Q3 | $224K | Buy |
|
|||||
|
2022
Q2 | $240K | Buy |
|
|||||
|
2022
Q1 | $265K | Buy |
|
|||||
|
2021
Q4 | $245K | Buy |
|