Asset Allocation Strategies’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
$369K Buy
2025
Q2
$338K Buy
2025
Q1
$286K Sell
2024
Q4
$336K Buy
2024
Q3
$255K Sell
2024
Q2
$257K Sell
2024
Q1
$274K Buy
2023
Q4
$223K Buy