Sander Capital 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 | $297K | Buy |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $227K | Hold |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $195K | Buy |
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|
2024
Q2 | $163K | Buy |
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|
2024
Q1 | $160K | Buy |
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|
2023
Q4 | $133K | Sell |
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|
2023
Q3 | $135K | Sell |
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|
2023
Q2 | $154K | Hold |
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|
2023
Q1 | $138K | Buy |
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|
2022
Q4 | $47 | Hold |
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|
2022
Q3 | $37K | Buy |
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