Signature Estate & 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 | $6.79M | Buy |
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|
2025
Q1 | $5.28M | Sell |
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|
2024
Q4 | $5.33M | Buy |
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|
2024
Q3 | $4.59M | Sell |
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|
2024
Q2 | $4.43M | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $934K | Buy |
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|
2023
Q3 | $727K | Sell |
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|
2023
Q2 | $743K | Sell |
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|
2023
Q1 | $677K | Buy |
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|
2022
Q4 | $677K | Sell |
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|
2022
Q3 | $593K | Sell |
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|
2022
Q2 | $653K | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $40M | Buy |
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|
2021
Q3 | $10.7M | Buy |
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|
2021
Q2 | $9.46M | Buy |
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|
2021
Q1 | $8.91M | Sell |
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|
2020
Q4 | $7.93M | Buy |
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|
2020
Q3 | $5.96M | Buy |
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|
2020
Q2 | $5.17M | Buy |
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|
2020
Q1 | $4.46M | Buy |
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|
2019
Q4 | $6.41M | Sell |
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|
2019
Q3 | $5.44M | Buy |
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|
2019
Q2 | $4.97M | Buy |
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|
2019
Q1 | $4.4M | Buy |
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|
2018
Q4 | $3.63M | Buy |
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|
2018
Q3 | $754K | Buy |
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|
2018
Q2 | $468K | Buy |
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|
2018
Q1 | $390K | Buy |
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|
2017
Q4 | $291K | Buy |
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|
2017
Q3 | $174K | Sell |
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|
2017
Q2 | $169K | Sell |
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|
2017
Q1 | $233K | Buy |
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|
2016
Q4 | $140K | Hold |
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|
2016
Q3 | $108K | Sell |
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|
2016
Q2 | $197K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $3.73M | Buy |
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|
2013
Q2 | $3.44M | Buy |
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