Bond & Devick Financial Network’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 | $840K | Hold |
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|
2025
Q1 | $711K | Buy |
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|
2024
Q4 | $513K | Hold |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $494K | Sell |
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|
2023
Q3 | $424K | Hold |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $369K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $358K | Hold |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $284K | Buy |
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