Blueprint 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 | $5.27M | Sell |
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|
2025
Q1 | $5.83M | Sell |
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|
2024
Q4 | $5.75M | Buy |
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|
2024
Q3 | $4.02M | Sell |
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|
2024
Q2 | $3.99M | Buy |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | $3.06M | Buy |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.2M | Sell |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $195K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $118K | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $888K | Buy |
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