Collective Family Office’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 | $1.04M | Sell |
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|
2025
Q2 | $995K | Sell |
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|
2025
Q1 | $964K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $894K | Sell |
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|
2024
Q2 | $948K | Buy |
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|
2024
Q1 | $744K | Buy |
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|
2023
Q4 | $576K | Sell |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $992K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $835K | Buy |
|