Transcend 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
Q2 | $15.1M | Sell |
|
|||||
|
2025
Q1 | $16.8M | Sell |
|
|||||
|
2024
Q4 | $16.7M | Sell |
|
|||||
|
2024
Q3 | $16.8M | Sell |
|
|||||
|
2024
Q2 | $16.8M | Buy |
|
|||||
|
2024
Q1 | $16M | Sell |
|
|||||
|
2023
Q4 | $14M | Buy |
|
|||||
|
2023
Q3 | $11.5M | Sell |
|
|||||
|
2023
Q2 | $11.7M | Sell |
|
|||||
|
2023
Q1 | $10.7M | Sell |
|
|||||
|
2022
Q4 | $11.4M | Sell |
|
|||||
|
2022
Q3 | $10.3M | Buy |
|
|||||
|
2022
Q2 | $10M | Buy |
|
|||||
|
2022
Q1 | $12.1M | Buy |
|
|||||
|
2021
Q4 | $13.8M | Sell |
|
|||||
|
2021
Q3 | $16.9M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $12.9M | Sell |
|
|||||
|
2020
Q4 | $11.1M | Buy |
|
|||||
|
2020
Q3 | $6.41M | Buy |
|
|||||
|
2020
Q2 | $4.54M | Sell |
|
|||||
|
2020
Q1 | $4.78M | Buy |
|
|||||
|
2019
Q4 | $6.16M | Buy |
|