Braun-Bostich & Associates’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 | $829K | Sell |
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|
2025
Q2 | $799K | Sell |
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|
2025
Q1 | $704K | Sell |
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|
2024
Q4 | $688K | Sell |
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|
2024
Q3 | $744K | Buy |
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|
2024
Q2 | $704K | Buy |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.43M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $158K | Sell |
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|
2020
Q2 | $314K | Hold |
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|
2020
Q1 | $282K | Buy |
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|
2019
Q4 | $157K | Sell |
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|
2019
Q3 | $331K | Sell |
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|
2019
Q2 | $322K | Sell |
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|
2019
Q1 | $322K | Sell |
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|
2018
Q4 | $585K | Buy |
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|
2018
Q3 | $668K | Sell |
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|
2018
Q2 | $621K | Sell |
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|
2018
Q1 | $681K | Sell |
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|
2017
Q4 | $759K | Buy |
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