Client 1st Advisory 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
Q4 | $1.04M | Buy |
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|
2025
Q3 | $882K | Buy |
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|
2025
Q2 | $746K | Buy |
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|
2025
Q1 | $606K | Hold |
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|
2024
Q4 | $593K | Buy |
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|
2024
Q3 | $481K | Buy |
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $281K | Hold |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $242K | Buy |
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