US Financial 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
Q1 | $327K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $415K | Hold |
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|
2021
Q2 | $394K | Hold |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $330K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $22K | Sell |
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|
2015
Q4 | $77K | Buy |
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|
2015
Q3 | $41K | Buy |
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|
2015
Q2 | $12K | Sell |
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|
2015
Q1 | $21K | Hold |
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|
2014
Q4 | $21K | Buy |
|