Commonwealth Financial Services’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 | $4.92M | Buy |
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|
2025
Q1 | $4.14M | Buy |
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|
2024
Q4 | $3.85M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $2.47M | Hold |
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|
2023
Q4 | $2.47M | Buy |
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|
2023
Q3 | $2.1M | Buy |
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|
2017
Q1 | $325K | Buy |
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|
2016
Q4 | $309K | Sell |
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|
2016
Q3 | $250K | Buy |
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|
2016
Q2 | $124K | Sell |
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|
2016
Q1 | $146K | Sell |
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|
2015
Q4 | $278K | Buy |
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