B.O.S.S. Retirement 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
Q2 | $498K | Buy |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $341K | Sell |
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|
2024
Q3 | $5.81M | Sell |
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|
2024
Q2 | $8.46M | Buy |
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|
2024
Q1 | $4.58M | Sell |
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|
2023
Q4 | $4.83M | Buy |
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|
2023
Q3 | $3.62M | Buy |
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|
2023
Q2 | $3.28M | Buy |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $383K | Buy |
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