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Builder Investment Group’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
2,045
-125
-6% -$36.2K 0.15% 68
2025
Q1
$532K Hold
2,170
0.15% 65
2024
Q4
$520K Hold
2,170
0.14% 66
2024
Q3
$458K Sell
2,170
-21
-1% -$4.43K 0.12% 71
2024
Q2
$443K Buy
2,191
+1
+0% +$202 0.12% 68
2024
Q1
$439K Sell
2,190
-80
-4% -$16K 0.13% 68
2023
Q4
$386K Sell
2,270
-100
-4% -$17K 0.14% 72
2023
Q3
$344K Sell
2,370
-50
-2% -$7.25K 0.13% 71
2023
Q2
$352K Hold
2,420
0.14% 70
2023
Q1
$315K Hold
2,420
0.14% 74
2022
Q4
$325K Buy
+2,420
New +$325K 0.15% 69