Ulland 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
Q2 | $61K | Sell |
|
|||||
|
2025
Q1 | $94K | Buy |
|
|||||
|
2024
Q4 | $50K | Hold |
|
|||||
|
2024
Q3 | $44K | Hold |
|
|||||
|
2024
Q2 | $42K | Hold |
|
|||||
|
2024
Q1 | $42K | Hold |
|
|||||
|
2023
Q4 | $36K | Sell |
|
|||||
|
2023
Q3 | $38K | Sell |
|
|||||
|
2023
Q2 | $51K | Hold |
|
|||||
|
2023
Q1 | $46K | Hold |
|
|||||
|
2022
Q4 | $47K | Sell |
|
|||||
|
2022
Q3 | $47K | Sell |
|
|||||
|
2022
Q2 | $132K | Hold |
|
|||||
|
2022
Q1 | $160K | Sell |
|
|||||
|
2021
Q4 | $482K | Buy |
|