Schechter 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
Q1 | $8.88M | Sell |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $9.39M | Sell |
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|
2024
Q2 | $9.12M | Sell |
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|
2024
Q1 | $9.11M | Sell |
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|
2023
Q4 | $7.75M | Buy |
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|
2023
Q3 | $6.6M | Buy |
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|
2023
Q2 | $6.52M | Buy |
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|
2023
Q1 | $5.75M | Buy |
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|
2022
Q4 | $5.84M | Buy |
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|
2022
Q3 | $4.43M | Buy |
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|
2022
Q2 | $4.35M | Buy |
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|
2022
Q1 | $4.7M | Sell |
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|
2021
Q4 | $6.45M | Buy |
|