Comprehensive Financial Consultants Institutional’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 | $8.98M | Sell |
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|
2025
Q2 | $8.52M | Sell |
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|
2025
Q1 | $7.62M | Sell |
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|
2024
Q4 | $7.74M | Sell |
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|
2024
Q3 | $7.01M | Sell |
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|
2024
Q2 | $6.74M | Buy |
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|
2024
Q1 | $6.36M | Sell |
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|
2023
Q4 | $5.5M | Buy |
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|
2023
Q3 | $4.49M | Buy |
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|
2023
Q2 | $4.5M | Buy |
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|
2023
Q1 | $3.69M | Buy |
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|
2022
Q4 | $3.75M | Buy |
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|
2022
Q3 | $2.99M | Buy |
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|
2022
Q2 | $2.65M | Buy |
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|
2022
Q1 | $2.88M | Buy |
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|
2021
Q4 | $3.26M | Buy |
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