Blackston Financial Advisory Group’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 | $571K | Sell |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $428K | Buy |
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