Strategic 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 | $11.1M | Sell |
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|
2025
Q1 | $9.57M | Sell |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $8.46M | Sell |
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|
2024
Q2 | $8.29M | Sell |
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|
2024
Q1 | $8.58M | Sell |
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|
2023
Q4 | $7.55M | Buy |
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|
2023
Q3 | $6.37M | Buy |
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|
2023
Q2 | $6.14M | Sell |
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|
2023
Q1 | $5.75M | Sell |
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|
2022
Q4 | $5.98M | Sell |
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|
2022
Q3 | $4.68M | Buy |
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|
2022
Q2 | $4.99M | Buy |
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|
2022
Q1 | $5.91M | Sell |
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|
2021
Q4 | $7.18M | Buy |
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|
2021
Q3 | $7.09M | Buy |
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|
2021
Q2 | $6.55M | Buy |
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|
2021
Q1 | $6.29M | Sell |
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|
2020
Q4 | $5.73M | Sell |
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|
2020
Q3 | $4.66M | Sell |
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|
2020
Q2 | $4.98M | Buy |
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|
2020
Q1 | $4.52M | Sell |
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|
2019
Q4 | $6.81M | Buy |
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|
2019
Q3 | $5.74M | Buy |
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|
2019
Q2 | $5.38M | Buy |
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|
2019
Q1 | $4.75M | Buy |
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|
2018
Q4 | $4.27M | Buy |
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|
2018
Q3 | $4.92M | Buy |
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|
2018
Q2 | $4.3M | Buy |
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|
2018
Q1 | $4.37M | Buy |
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|
2017
Q4 | $4.02M | Buy |
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|
2017
Q3 | $2.82M | Buy |
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|
2017
Q2 | $2.31M | Sell |
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|
2017
Q1 | $2.43M | Buy |
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|
2016
Q4 | $2.11M | Buy |
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|
2016
Q3 | $1.58M | Buy |
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|
2016
Q2 | $1.41M | Sell |
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|
2016
Q1 | $1.44M | Buy |
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|
2015
Q4 | $1.52M | Buy |
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|
2015
Q3 | $1.37M | Buy |
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|
2015
Q2 | $1.52M | Buy |
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|
2015
Q1 | $516K | Buy |
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|
2014
Q4 | $555K | Hold |
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|
2014
Q3 | $534K | Sell |
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|
2014
Q2 | $516K | Sell |
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|
2014
Q1 | $580K | Buy |
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|
2013
Q4 | $544K | Buy |
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|
2013
Q3 | $402K | Buy |
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|
2013
Q2 | $399K | Buy |
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