Steward Partners Investment Advisory’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 | $199M | Buy |
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|
2025
Q1 | $164M | Buy |
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|
2024
Q4 | $153M | Buy |
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|
2024
Q3 | $130M | Buy |
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|
2024
Q2 | $113M | Sell |
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|
2024
Q1 | $114M | Buy |
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|
2023
Q4 | $80.5M | Buy |
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|
2023
Q3 | $67.8M | Sell |
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|
2023
Q2 | $70.7M | Buy |
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|
2023
Q1 | $60.2M | Buy |
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|
2022
Q4 | $61.6M | Buy |
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|
2022
Q3 | $43.7M | Buy |
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|
2022
Q2 | $43.2M | Sell |
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|
2022
Q1 | $54.4M | Sell |
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|
2021
Q4 | $64.6M | Buy |
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|
2021
Q3 | $62M | Buy |
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|
2021
Q2 | $54.8M | Sell |
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|
2021
Q1 | $54M | Buy |
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|
2020
Q4 | $38M | Buy |
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|
2020
Q3 | $28.6M | Buy |
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|
2020
Q2 | $25.3M | Buy |
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|
2020
Q1 | $21.8M | Buy |
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|
2019
Q4 | $31.7M | Buy |
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|
2019
Q3 | $26.7M | Buy |
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|
2019
Q2 | $24.4M | Buy |
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|
2019
Q1 | $20.8M | Sell |
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|
2018
Q4 | $20.6M | Buy |
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|
2018
Q3 | $21.8M | Buy |
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|
2018
Q2 | $16.9M | Buy |
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|
2018
Q1 | $15.9M | Buy |
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|
2017
Q4 | $14.4M | Buy |
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|
2017
Q3 | $9.36M | Buy |
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|
2017
Q2 | $8.09M | Buy |
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|
2017
Q1 | $6.16M | Buy |
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|
2016
Q4 | $4.03M | Buy |
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