Center for Financial Planning’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
Q2 | $4.93M | Sell |
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|
2025
Q1 | $4.23M | Buy |
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|
2024
Q4 | $4.05M | Sell |
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|
2024
Q3 | $3.67M | Sell |
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|
2024
Q2 | $3.65M | Buy |
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|
2024
Q1 | $3.61M | Buy |
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|
2023
Q4 | $2.98M | Buy |
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|
2023
Q3 | $2.53M | Buy |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $2.17M | Sell |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $2.3M | Sell |
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|
2021
Q4 | $2.76M | Buy |
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|
2021
Q3 | $2.83M | Buy |
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|
2021
Q2 | $2.65M | Sell |
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|
2021
Q1 | $2.6M | Sell |
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|
2020
Q4 | $2.21M | Buy |
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|
2020
Q3 | $1.64M | Buy |
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|
2020
Q2 | $1.58M | Buy |
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $2.34M | Buy |
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