Bromfield Sneider Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$58.1K Hold
2023
Q4
$49.3K Hold
2023
Q3
$42.1K Hold
2023
Q2
$42.2K Hold
2023
Q1
$37.8K Hold
2022
Q4
$38.9K Hold
2022
Q3
$30K Hold
2022
Q2
$33K Sell
2022
Q1
$76K Buy