Stokes 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 | $14.8M | Sell |
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|
2025
Q2 | $13.7M | Buy |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $11M | Sell |
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|
2024
Q3 | $9.67M | Buy |
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|
2024
Q2 | $8.96M | Sell |
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|
2024
Q1 | $9.06M | Sell |
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|
2023
Q4 | $7.76M | Sell |
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|
2023
Q3 | $6.68M | Buy |
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|
2023
Q2 | $6.62M | Buy |
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|
2023
Q1 | $5.92M | Buy |
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|
2022
Q4 | $6.06M | Buy |
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|
2022
Q3 | $4.72M | Buy |
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|
2022
Q2 | $4.76M | Buy |
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|
2022
Q1 | $5.7M | Buy |
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|
2021
Q4 | $5.99M | Buy |
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|
2021
Q3 | $6.09M | Buy |
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|
2021
Q2 | $5.53M | Buy |
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|
2021
Q1 | $4.16M | Buy |
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|
2020
Q4 | $3.35M | Buy |
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|
2020
Q3 | $2.48M | Buy |
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|
2020
Q2 | $354K | Buy |
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