Sandy Cove 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 | $3.23M | Buy |
|
|||||
|
2025
Q2 | $2.94M | Buy |
|
|||||
|
2025
Q1 | $2.2M | Sell |
|
|||||
|
2024
Q4 | $2.3M | Buy |
|
|||||
|
2024
Q3 | $1.96M | Sell |
|
|||||
|
2024
Q2 | $1.91M | Buy |
|
|||||
|
2024
Q1 | $1.89M | Buy |
|
|||||
|
2023
Q4 | $1.33M | Buy |
|
|||||
|
2023
Q3 | $1.03M | Buy |
|
|||||
|
2023
Q2 | $1.03M | Buy |
|
|||||
|
2023
Q1 | $651K | Hold |
|
|||||
|
2022
Q4 | $670K | Buy |
|
|||||
|
2022
Q3 | $458K | Buy |
|
|||||
|
2022
Q2 | $466K | Buy |
|
|||||
|
2022
Q1 | $564K | Buy |
|
|||||
|
2021
Q4 | $604K | Buy |
|