Trail Ridge 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
Q3 | $2.73M | Buy |
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|
2025
Q2 | $2.55M | Sell |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $2.16M | Sell |
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|
2024
Q2 | $1.95M | Buy |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $2.09M | Sell |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $2.12M | Buy |
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