Benchmark Financial Wealth 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 | $1.61M | Sell |
|
|||||
|
2025
Q2 | $1.48M | Buy |
|
|||||
|
2025
Q1 | $1.02M | Buy |
|
|||||
|
2024
Q4 | $922K | Buy |
|
|||||
|
2024
Q3 | $797K | Buy |
|
|||||
|
2024
Q2 | $603K | Buy |
|
|||||
|
2024
Q1 | $530K | Buy |
|
|||||
|
2023
Q4 | $385K | Buy |
|
|||||
|
2023
Q3 | $285K | Buy |
|
|||||
|
2023
Q2 | $250K | Sell |
|
|||||
|
2023
Q1 | $250K | Buy |
|
|||||
|
2022
Q4 | $255K | Sell |
|
|||||
|
2022
Q3 | $213K | Sell |
|
|||||
|
2022
Q2 | $236K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $205K | Buy |
|