Builder Investment 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
Q3
$645K Hold
2025
Q2
$593K Sell
2025
Q1
$532K Hold
2024
Q4
$520K Hold
2024
Q3
$458K Sell
2024
Q2
$443K Buy
2024
Q1
$439K Sell
2023
Q4
$386K Sell
2023
Q3
$344K Sell
2023
Q2
$352K Hold
2023
Q1
$315K Hold
2022
Q4
$325K Buy