Cardinal Strategic Wealth Guidance’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 | $1.3M | Hold |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $912K | Hold |
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|
2024
Q2 | $875K | Buy |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $786K | Sell |
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|
2023
Q3 | $674K | Hold |
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|
2023
Q2 | $673K | Sell |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $671K | Sell |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $778K | Sell |
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|
2021
Q4 | $952K | Sell |
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|
2021
Q3 | $986K | Sell |
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|
2021
Q2 | $955K | Sell |
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|
2021
Q1 | $965K | Sell |
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|
2020
Q4 | $804K | Sell |
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|
2020
Q3 | $610K | Sell |
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|
2020
Q2 | $622K | Buy |
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|
2020
Q1 | $566K | Sell |
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|
2019
Q4 | $916K | Buy |
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