American Planning 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
2024
Q3
$419K Hold
2024
Q2
$419K Sell
2024
Q1
$455K Buy
2023
Q4
$352K Buy
2023
Q3
$271K Hold
2023
Q2
$272K Hold
2023
Q1
$244K Buy
2022
Q3
Sell
2022
Q2
$234K Buy
2022
Q1
$250K Buy
2021
Q4
$289K Buy