Blue Investment Partners’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
$598K Hold
2025
Q1
$506K Hold
2024
Q4
$494K Hold
2024
Q3
$435K Buy
2024
Q2
$292K Hold
2024
Q1
$289K Buy
2023
Q4
$231K Buy
2023
Q1
Sell
2022
Q4
$1.75M Buy