Allen Mooney & Barnes 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 | $18.7M | Sell |
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|
2025
Q2 | $23M | Buy |
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|
2025
Q1 | $19.3M | Sell |
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|
2024
Q4 | $19.4M | Sell |
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|
2024
Q3 | $17.6M | Sell |
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|
2024
Q2 | $17.3M | Buy |
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|
2024
Q1 | $16.5M | Sell |
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|
2023
Q4 | $14.5M | Buy |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $10.6M | Buy |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $8.2M | Buy |
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|
2022
Q2 | $8.7M | Buy |
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|
2022
Q1 | $10M | Buy |
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