Brand Asset Management 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
Q2 | $626K | Sell |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $607K | Buy |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $216K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $181K | Sell |
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|
2020
Q4 | $316K | Sell |
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|
2020
Q3 | $298K | Hold |
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|
2020
Q2 | $291K | Hold |
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|
2020
Q1 | $279K | Sell |
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|
2019
Q4 | $455K | Sell |
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|
2019
Q3 | $451K | Buy |
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|
2019
Q2 | $420K | Sell |
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|
2019
Q1 | $414K | Buy |
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|
2018
Q4 | $359K | Sell |
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|
2018
Q3 | $424K | Buy |
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|
2018
Q2 | $380K | Buy |
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