Valicenti Advisory Services’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 | $16.4M | Sell |
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|
2025
Q1 | $13.9M | Sell |
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|
2024
Q4 | $15.2M | Sell |
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|
2024
Q3 | $14.2M | Sell |
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|
2024
Q2 | $14.6M | Sell |
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|
2024
Q1 | $15.3M | Sell |
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|
2023
Q4 | $13.6M | Sell |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $10.1M | Buy |
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|
2022
Q4 | $9.58M | Sell |
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|
2022
Q3 | $7.6M | Sell |
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|
2022
Q2 | $8.23M | Buy |
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|
2022
Q1 | $8.52M | Buy |
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|
2021
Q4 | $9.85M | Sell |
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|
2021
Q3 | $10.2M | Buy |
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|
2021
Q2 | $9.69M | Sell |
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|
2021
Q1 | $9.74M | Sell |
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|
2020
Q4 | $8.22M | Sell |
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|
2020
Q3 | $6.23M | Buy |
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|
2020
Q2 | $6.02M | Buy |
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|
2020
Q1 | $4.96M | Buy |
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|
2019
Q4 | $7.01M | Sell |
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|
2019
Q3 | $5.92M | Sell |
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|
2019
Q2 | $5.68M | Sell |
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|
2019
Q1 | $5.31M | Buy |
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|
2018
Q4 | $4.42M | Buy |
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|
2018
Q3 | $3.97M | Buy |
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|
2018
Q2 | $3.63M | Buy |
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|
2018
Q1 | $3.64M | Buy |
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|
2017
Q4 | $3.53M | Sell |
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|
2017
Q3 | $3.41M | Sell |
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|
2017
Q2 | $3.3M | Buy |
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|
2017
Q1 | $2.97M | Buy |
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